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Moran Wealth Management’s Casey's General Stores CASY Stock Holding History

Moran Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.4M Sell
26,979
-1,648
-6% -$1.33M 0.58% 40
2026
Q1 		$20.8M Buy
28,627
+18,517
+183% +$12.1M 0.64% 35
2025
Q4 		$5.59M Sell
10,110
-105
-1% -$57.8K 0.17% 173
2025
Q3 		$5.77M Sell
10,215
-773
-7% -$404K 0.17% 156
2025
Q2 		$5.61M Buy
10,988
+22
+0.2% +$10.1K 0.17% 166
2025
Q1 		$4.76M Buy
10,966
+399
+4% +$164K 0.16% 180
2024
Q4 		$4.19M Buy
10,567
+389
+4% +$157K 0.13% 185
2024
Q3 		$3.82M Buy
10,178
+82
+0.8% +$30.7K 0.12% 202
2024
Q2 		$3.85M Buy
10,096
+419
+4% +$140K 0.13% 194
2024
Q1 		$3.08M Sell
9,677
-41
-0.4% -$12K 0.1% 217
2023
Q4 		$2.67M Buy
+9,718
New +$2.66M 0.1% 229

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moran Wealth Management's CASY Position: Q2 2026 in Review

Moran Wealth Management reduced its Casey's General Stores (CASY) stake by 5.8% in Q2 2026, selling an estimated $1.33M and leaving 26,979 shares worth $21.4M. The position accounts for 0.58% of the portfolio, ranked #40.

Moran Wealth Management first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Moran Wealth Management held 26,979 shares of Casey's General Stores worth $21.4M as of Q2 2026.
  • Moran Wealth Management sold 1,648 Casey's General Stores shares in Q2 2026, an estimated $1.33M.
  • Casey's General Stores made up 0.58% of Moran Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Moran Wealth Management first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.