OneDigital Investment Advisors’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $582K | Buy |
732
+30
| +4% | +$24.2K | ﹤0.01% | 979 |
|
|
2026
Q1 | $511K | Sell |
702
-882
| -56% | -$575K | 0.01% | 942 |
|
|
2025
Q4 | $876K | Sell |
1,584
-4
| -0.3% | -$2.2K | 0.01% | 723 |
|
|
2025
Q3 | $898K | Sell |
1,588
-57
| -3% | -$29.8K | 0.01% | 697 |
|
|
2025
Q2 | $840K | Sell |
1,645
-2,746
| -63% | -$1.27M | 0.01% | 700 |
|
|
2025
Q1 | $1.91M | Buy |
4,391
+860
| +24% | +$353K | 0.02% | 419 |
|
|
2024
Q4 | $1.4M | Sell |
3,531
-473
| -12% | -$191K | 0.02% | 526 |
|
|
2024
Q3 | $1.5M | Buy |
4,004
+2,113
| +112% | +$790K | 0.02% | 530 |
|
|
2024
Q2 | $721K | Buy |
1,891
+354
| +23% | +$118K | 0.01% | 741 |
|
|
2024
Q1 | $490K | Buy |
1,537
+58
| +4% | +$16.9K | 0.01% | 748 |
|
|
2023
Q4 | $406K | Sell |
1,479
-110
| -7% | -$30.1K | 0.01% | 800 |
|
|
2023
Q3 | $432K | Buy |
1,589
+41
| +3% | +$10.4K | 0.01% | 692 |
|
|
2023
Q2 | $378K | Buy |
1,548
+4
| +0.3% | +$907 | 0.01% | 731 |
|
|
2023
Q1 | $334K | Hold |
1,544
| – | – | 0.01% | 740 |
|
|
2022
Q4 | $346K | Hold |
1,544
| – | – | 0.01% | 620 |
|
|
2022
Q3 | $313K | Buy |
1,544
+2
| +0.1% | +$414 | 0.01% | 592 |
|
|
2022
Q2 | $285K | Buy |
1,542
+5
| +0.3% | +$1.01K | 0.01% | 573 |
|
|
2022
Q1 | $305K | Buy |
1,537
+31
| +2% | +$5.83K | 0.01% | 591 |
|
|
2021
Q4 | $297K | Hold |
1,506
| – | – | 0.01% | 600 |
|
|
2021
Q3 | $284K | Sell |
1,506
-378
| -20% | -$74.1K | 0.01% | 590 |
|
|
2021
Q2 | $367K | Buy |
1,884
+400
| +27% | +$86.1K | 0.02% | 496 |
|
|
2021
Q1 | $321K | Buy |
1,484
+122
| +9% | +$24.4K | 0.02% | 496 |
|
|
2020
Q4 | $243K | Buy |
1,362
+1
| +0.1% | +$181 | 0.01% | 541 |
|
|
2020
Q3 | $242K | Hold |
1,361
| – | – | 0.02% | 498 |
|
|
2020
Q2 | $204K | Buy |
+1,361
| New | +$205K | 0.01% | 546 |
|
|
2019
Q3 | – | Sell |
-2,586
| Closed | -$404K | – | 641 |
|
|
2019
Q2 | $404K | Buy |
2,586
+1,293
| +100% | +$176K | 0.03% | 284 |
|
|
2019
Q1 | $167K | Sell |
1,293
-33
| -2% | -$4.32K | 0.02% | 299 |
|
|
2018
Q4 | $170K | Hold |
1,326
| – | – | 0.03% | 279 |
|
|
2018
Q3 | $171K | Hold |
1,326
| – | – | 0.04% | 197 |
|
|
2018
Q2 | $139K | Hold |
1,326
| – | – | 0.03% | 288 |
|
|
2018
Q1 | $146K | Hold |
1,326
| – | – | 0.03% | 277 |
|
|
2017
Q4 | $148K | Hold |
1,326
| – | – | 0.02% | 265 |
|
|
2017
Q3 | $145K | Sell |
1,326
-223
| -14% | -$23.7K | 0.05% | 173 |
|
|
2017
Q2 | $166K | Buy |
+1,549
| New | +$173K | 0.05% | 223 |
|
Other funds holding CASY
BIM
OneDigital Investment Advisors's CASY Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Casey's General Stores (CASY) stake by 4.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 732 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #979.
OneDigital Investment Advisors first reported a position in CASY in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.91M in Q1 2025. 622 funds tracked by Wall St. Rank hold CASY as of Q2 2026.
- OneDigital Investment Advisors held 732 shares of Casey's General Stores worth $582K as of Q2 2026.
- OneDigital Investment Advisors bought 30 Casey's General Stores shares in Q2 2026, an estimated $24.2K.
- Casey's General Stores made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #979 holding.
- OneDigital Investment Advisors first reported a position in Casey's General Stores in Q2 2017 and has held it in 34 quarters since.
- OneDigital Investment Advisors's Casey's General Stores position peaked at $1.91M in Q1 2025.
- 622 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.