Oak Ridge Investments’s Casey's General Stores CASY Stock Holding History

Oak Ridge Investments’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	$1.11M	Sell	1,391 -122	-8%	-$98.3K	0.06%	122
2026 Q1	$1.1M	Hold	1,513	–	–	0.07%	118
2025 Q4	$836K	Sell	1,513 -102	-6%	-$56.1K	0.05%	133
2025 Q3	$913K	Hold	1,615	–	–	0.06%	125
2025 Q2	$824K	Hold	1,615	–	–	0.06%	123
2025 Q1	$701K	Sell	1,615 -48	-3%	-$19.7K	0.06%	128
2024 Q4	$659K	Sell	1,663 -22	-1%	-$8.87K	0.05%	135
2024 Q3	$633K	Sell	1,685 -39	-2%	-$14.6K	0.06%	130
2024 Q2	$658K	Buy	+1,724	New	+$575K	0.06%	129

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Oak Ridge Investments's CASY Position: Q2 2026 in Review

Oak Ridge Investments reduced its Casey's General Stores (CASY) stake by 8.1% in Q2 2026, selling an estimated $98.3K and leaving 1,391 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #122.

Oak Ridge Investments first reported a position in CASY in Q2 2024 and has held it in 9 quarters since. 271 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Oak Ridge Investments held 1,391 shares of Casey's General Stores worth $1.11M as of Q2 2026.
Oak Ridge Investments sold 122 Casey's General Stores shares in Q2 2026, an estimated $98.3K.
Casey's General Stores made up 0.06% of Oak Ridge Investments's portfolio in Q2 2026, its #122 holding.
Oak Ridge Investments first reported a position in Casey's General Stores in Q2 2024 and has held it in 9 quarters since.
271 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.