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 Q3	$1.83K	Sell	3 -3	-50%	-$2.31K	﹤0.01%	1630
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Physician Wealth Advisors's CASY Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Casey's General Stores (CASY) stake by 50% in Q3 2026, selling an estimated $2.31K and leaving 3 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Physician Wealth Advisors first reported a position in CASY in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.77K in Q2 2026. 557 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Physician Wealth Advisors held 3 shares of Casey's General Stores worth $1.83K as of Q3 2026.
Physician Wealth Advisors sold 3 Casey's General Stores shares in Q3 2026, an estimated $2.31K.
Casey's General Stores made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1630 holding.
Physician Wealth Advisors first reported a position in Casey's General Stores in Q3 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Casey's General Stores position peaked at $4.77K in Q2 2026.
557 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.