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

Physician 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	$4.77K	Buy	6 +3	+100%	+$2.42K	﹤0.01%	1121
2026 Q1	$2.18K	Hold	3	–	–	﹤0.01%	1316
2025 Q4	$1.66K	Buy	3 +2	+200%	+$1.1K	﹤0.01%	1373
2025 Q3	$566	Buy	+1	New	+$523	﹤0.01%	1773

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

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Physician Wealth Advisors increased its Casey's General Stores (CASY) stake by 100% in Q2 2026, buying an estimated $2.42K and bringing the position to 6 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Physician Wealth Advisors first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Physician Wealth Advisors held 6 shares of Casey's General Stores worth $4.77K as of Q2 2026.
Physician Wealth Advisors bought 3 Casey's General Stores shares in Q2 2026, an estimated $2.42K.
Casey's General Stores made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1121 holding.
Physician Wealth Advisors first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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