Rooted Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Rooted 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 Q2	–	Sell	-371	Closed	-$285K	–	151
2026 Q1	$285K	Buy	+371	New	+$242K	0.08%	122

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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's CASY Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 371 shares — an estimated $285K sold.

Rooted Wealth Advisors first reported a position in CASY in Q1 2026 and held it in 1 quarter. The position peaked at $285K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Rooted Wealth Advisors reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 371 Casey's General Stores shares in Q2 2026, an estimated $285K.
Rooted Wealth Advisors first reported a position in Casey's General Stores in Q1 2026 and held it in 1 quarter.
Rooted Wealth Advisors's Casey's General Stores position peaked at $285K in Q1 2026.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.