Philip James Wealth Mangement’s Casey's General Stores CASY Stock Holding History

Philip James Wealth Mangement’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	-359	Closed	-$261K	–	154
2026 Q1	$261K	Buy	+359	New	+$234K	0.03%	145
2025 Q4	–	Sell	-358	Closed	-$202K	–	172
2025 Q3	$202K	Sell	358 -86	-19%	-$45K	0.02%	176
2025 Q2	$227K	Buy	+444	New	+$205K	0.03%	155
2025 Q1	–	Sell	-809	Closed	-$321K	–	170
2024 Q4	$321K	Buy	809 +1	+0.1%	+$403	0.04%	132
2024 Q3	$304K	Sell	808 -3	-0.4%	-$1.12K	0.04%	126
2024 Q2	$309K	Sell	811 -45	-5%	-$15K	0.21%	47
2024 Q1	$273K	Sell	856 -404	-32%	-$118K	0.19%	53
2023 Q4	$346K	Buy	+1,260	New	+$345K	0.27%	48

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Philip James Wealth Mangement's CASY Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 359 shares — an estimated $261K sold.

Philip James Wealth Mangement first reported a position in CASY in Q4 2023 and held it in 8 quarters. The position peaked at $346K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Philip James Wealth Mangement reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 359 Casey's General Stores shares in Q2 2026, an estimated $261K.
Philip James Wealth Mangement first reported a position in Casey's General Stores in Q4 2023 and held it in 8 quarters.
Philip James Wealth Mangement's Casey's General Stores position peaked at $346K in Q4 2023.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.