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Retirement Wealth Solutions’s Casey's General Stores CASY Stock Holding History

Retirement Wealth Solutions’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 		$8.78K Hold
11
– – ﹤0.01% 244
2026
Q1 		$8.04K Hold
11
– – 0.01% 234
2025
Q4 		$6.1K Sell
11
-1
-8% -$550 ﹤0.01% 285
2025
Q3 		$6.67K Hold
12
– – ﹤0.01% 268
2025
Q2 		$6.02K Sell
12
-24
-67% -$11.1K ﹤0.01% 278
2025
Q1 		$15.5K Hold
36
– – 0.01% 163
2024
Q4 		$13.8K Buy
+36
New +$14.5K 0.01% 188

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

Retirement Wealth Solutions's CASY Position: Q2 2026 in Review

Retirement Wealth Solutions held its Casey's General Stores (CASY) position steady in Q2 2026 at 11 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Retirement Wealth Solutions first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of Casey's General Stores worth $8.78K as of Q2 2026.
  • Retirement Wealth Solutions left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #244 holding.
  • Retirement Wealth Solutions first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Casey's General Stores position peaked at $15.5K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.