Principia Wealth Advisory’s Casey's General Stores CASY Stock Holding History

Principia Wealth Advisory’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%	378
2026 Q1	$2.18K	Hold	3	–	–	﹤0.01%	493
2025 Q4	$1.66K	Buy	3 +1	+50%	+$550	﹤0.01%	507
2025 Q3	$1.13K	Sell	2 -1	-33%	-$523	﹤0.01%	606
2025 Q2	$1.53K	Buy	3 +1	+50%	+$461	﹤0.01%	450
2025 Q1	$879	Buy	2 +1	+100%	+$410	﹤0.01%	427
2024 Q4	$396	Buy	+1	New	+$403	﹤0.01%	606

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

Principia Wealth Advisory's CASY Position: Q2 2026 in Review

Principia Wealth Advisory 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 #378.

Principia Wealth Advisory first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,079 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Principia Wealth Advisory held 6 shares of Casey's General Stores worth $4.77K as of Q2 2026.
Principia Wealth Advisory bought 3 Casey's General Stores shares in Q2 2026, an estimated $2.42K.
Casey's General Stores made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #378 holding.
Principia Wealth Advisory first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
1,079 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.