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Opal Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Opal Wealth Advisors’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
Q1 		$25.5K Buy
+35
New +$22.8K 0.01% 547
2024
Q3 		– Sell
-59
Closed -$22.5K – 342
2024
Q2 		$22.5K Buy
+59
New +$19.7K 0.01% 480

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's CASY Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Casey's General Stores (CASY) in Q1 2026: 35 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CASY as recently as Q2 2024.

Opal Wealth Advisors first reported a position in CASY in Q2 2024 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Opal Wealth Advisors held 35 shares of Casey's General Stores worth $25.5K as of Q1 2026.
  • Casey's General Stores was a new Opal Wealth Advisors position in Q1 2026.
  • Casey's General Stores made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #547 holding.
  • Opal Wealth Advisors first reported a position in Casey's General Stores in Q2 2024 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.