Northwest Wealth Management
CASY icon

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

Northwest 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
Q3 		$3.23M Buy
5,305
+9
+0.2% +$6.94K 0.42% 41
2026
Q2 		$4.21M Buy
5,296
+44
+0.8% +$35.4K 0.56% 38
2026
Q1 		$3.82M Buy
5,252
+29
+0.6% +$18.9K 0.57% 37
2025
Q4 		$2.89M Sell
5,223
-284
-5% -$156K 0.45% 41
2025
Q3 		$3.11M Sell
5,507
-94
-2% -$49.2K 0.51% 42
2025
Q2 		$2.86M Buy
5,601
+9
+0.2% +$4.15K 0.52% 42
2025
Q1 		$2.43M Buy
5,592
+2,476
+79% +$1.01M 0.48% 42
2024
Q4 		$1.23M Buy
3,116
+1,488
+91% +$600K 0.26% 61
2024
Q3 		$612K Buy
1,628
+300
+23% +$112K 0.14% 87
2024
Q2 		$507K Buy
1,328
+158
+14% +$52.7K 0.13% 92
2024
Q1 		$373K Sell
1,170
-31
-3% -$9.06K 0.1% 112
2023
Q4 		$330K Sell
1,201
-10
-0.8% -$2.74K 0.1% 115
2023
Q3 		$329K Buy
1,211
+7
+0.6% +$1.77K 0.12% 106
2023
Q2 		$294K Sell
1,204
-20
-2% -$4.53K 0.11% 117
2023
Q1 		$265K Sell
1,224
-32
-3% -$7K 0.1% 122
2022
Q4 		$282K Sell
1,256
-4
-0.3% -$911 0.12% 112
2022
Q3 		$255K Buy
1,260
+4
+0.3% +$829 0.11% 119
2022
Q2 		$232K Buy
1,256
+95
+8% +$19.1K 0.1% 128
2022
Q1 		$230K Buy
+1,161
New +$218K 0.11% 124
2021
Q2 		– Sell
-1,031
Closed -$223K – 129
2021
Q1 		$223K Buy
+1,031
New +$206K 0.14% 102
2019
Q4 		– Sell
-1,940
Closed -$313K – 100
2019
Q3 		$313K Hold
1,940
– – 0.26% 86
2019
Q2 		$303K Sell
1,940
-10
-0.5% -$1.36K 0.24% 90
2019
Q1 		$251K Buy
1,950
+800
+70% +$105K 0.19% 94
2018
Q4 		$147K Sell
1,150
-500
-30% -$63.6K 0.12% 114
2018
Q3 		$213K Buy
1,650
+500
+43% +$57.5K 0.16% 108
2018
Q2 		$121K Hold
1,150
– – 0.09% 134
2018
Q1 		$126K Buy
+1,150
New +$133K 0.09% 134

Other funds holding CASY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Northwest Wealth Management's CASY Position: Q3 2026 in Review

Northwest Wealth Management increased its Casey's General Stores (CASY) stake by 0.17% in Q3 2026, buying an estimated $6.94K and bringing the position to 5,305 shares worth $3.23M. The position accounts for 0.42% of the portfolio, ranked #41.

Northwest Wealth Management first reported a position in CASY in Q1 2018 and has held it in 27 quarters since. The position peaked at $4.21M in Q2 2026. 588 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Northwest Wealth Management held 5,305 shares of Casey's General Stores worth $3.23M as of Q3 2026.
  • Northwest Wealth Management bought 9 Casey's General Stores shares in Q3 2026, an estimated $6.94K.
  • Casey's General Stores made up 0.42% of Northwest Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Northwest Wealth Management first reported a position in Casey's General Stores in Q1 2018 and has held it in 27 quarters since.
  • Northwest Wealth Management's Casey's General Stores position peaked at $4.21M in Q2 2026.
  • 588 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.