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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
Q2 		– Sell
-35
Closed -$25.5K – 289
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 $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

Opal Wealth Advisors's CASY Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 35 shares — an estimated $25.5K sold.

Opal Wealth Advisors first reported a position in CASY in Q2 2024 and held it in 2 quarters. The position peaked at $25.5K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 35 Casey's General Stores shares in Q2 2026, an estimated $25.5K.
  • Opal Wealth Advisors first reported a position in Casey's General Stores in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Casey's General Stores position peaked at $25.5K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.