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

Private Wealth Management Group’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 		$24.6K Hold
31
– – 0.01% 332
2026
Q1 		$22.6K Hold
31
– – 0.01% 310
2025
Q4 		$17.1K Hold
31
– – ﹤0.01% 362
2025
Q3 		$17.5K Hold
31
– – ﹤0.01% 367
2025
Q2 		$15.8K Hold
31
– – 0.01% 364
2025
Q1 		$13.5K Hold
31
– – 0.01% 390
2024
Q4 		$12.3K Hold
31
– – ﹤0.01% 415
2024
Q3 		$11.6K Hold
31
– – ﹤0.01% 417
2024
Q2 		$11.8K Hold
31
– – 0.01% 404
2024
Q1 		$9.87K Hold
31
– – ﹤0.01% 410
2023
Q4 		$8.52K Buy
+31
New +$8.48K ﹤0.01% 446

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Private Wealth Management Group held its Casey's General Stores (CASY) position steady in Q2 2026 at 31 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #332.

Private Wealth Management Group first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Private Wealth Management Group held 31 shares of Casey's General Stores worth $24.6K as of Q2 2026.
  • Private Wealth Management Group left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #332 holding.
  • Private Wealth Management Group first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.