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

SeaCrest Wealth Management’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	-682	Closed	-$496K	–	563
2026 Q1	$496K	Sell	682 -24	-3%	-$15.6K	0.05%	323
2025 Q4	$405K	Buy	706 +106	+18%	+$58.3K	0.04%	375
2025 Q3	$332K	Sell	600 -139	-19%	-$72.7K	0.04%	435
2025 Q2	$377K	Buy	739 +100	+16%	+$46.1K	0.04%	396
2025 Q1	$277K	Hold	639	–	–	0.03%	508
2024 Q4	$253K	Buy	639 +16	+3%	+$6.45K	0.03%	545
2024 Q3	$234K	Sell	623 -75	-11%	-$28K	0.03%	570
2024 Q2	$266K	Sell	698 -10	-1%	-$3.34K	0.03%	499
2024 Q1	$225K	Buy	+708	New	+$207K	0.03%	541
2022 Q1	–	Sell	-2,542	Closed	-$502K	–	719
2021 Q4	$502K	Buy	2,542 +16	+0.6%	+$3.09K	0.06%	357
2021 Q3	$476K	Sell	2,526 -7	-0.3%	-$1.37K	0.06%	353
2021 Q2	$493K	Buy	2,533 +198	+8%	+$42.6K	0.06%	343
2021 Q1	$505K	Sell	2,335 -16	-0.7%	-$3.2K	0.07%	311
2020 Q4	$420K	Buy	2,351 +161	+7%	+$29.2K	0.06%	337
2020 Q3	$389K	Buy	2,190 +737	+51%	+$125K	0.06%	314
2020 Q2	$217K	Buy	+1,453	New	+$219K	0.04%	479
2019 Q2	–	Sell	-12	Closed	-$2K	–	712
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	1902
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	1890
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	2041
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	2081
2018 Q1	$1K	Sell	12 -40	-77%	-$4.63K	﹤0.01%	2069
2017 Q4	$6K	Buy	+52	New	+$5.95K	﹤0.01%	1746

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

SeaCrest Wealth Management's CASY Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 682 shares — an estimated $496K sold.

SeaCrest Wealth Management first reported a position in CASY in Q4 2017 and held it in 22 quarters. The position peaked at $505K in Q1 2021. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

SeaCrest Wealth Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 682 Casey's General Stores shares in Q2 2026, an estimated $496K.
SeaCrest Wealth Management first reported a position in Casey's General Stores in Q4 2017 and held it in 22 quarters.
SeaCrest Wealth Management's Casey's General Stores position peaked at $505K in Q1 2021.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.