Private Wealth Asset Management’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$967K Sell
1,217
-21
-2% -$16.9K 0.09% 130
2026
Q1
$901K Sell
1,238
-25
-2% -$16.3K 0.1% 131
2025
Q4
$698K Hold
1,263
0.08% 146
2025
Q3
$714K Hold
1,263
0.08% 135
2025
Q2
$644K Buy
1,263
+593
+89% +$273K 0.09% 139
2025
Q1
$291K Buy
+670
New +$275K 0.04% 191

Other funds holding CASY

Private Wealth Asset Management's CASY Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Casey's General Stores (CASY) stake by 1.7% in Q2 2026, selling an estimated $16.9K and leaving 1,217 shares worth $967K. The position accounts for 0.09% of the portfolio, ranked #130.

Private Wealth Asset Management first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Private Wealth Asset Management held 1,217 shares of Casey's General Stores worth $967K as of Q2 2026.
  • Private Wealth Asset Management sold 21 Casey's General Stores shares in Q2 2026, an estimated $16.9K.
  • Casey's General Stores made up 0.09% of Private Wealth Asset Management's portfolio in Q2 2026, its #130 holding.
  • Private Wealth Asset Management first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.