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

SHP 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
Q1 		$1.46K Buy
2
+1
+100% +$651 ﹤0.01% 1369
2025
Q4 		$553 Buy
+1
New +$550 ﹤0.01% 1350

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's CASY Position: Q1 2026 in Review

SHP Wealth Management increased its Casey's General Stores (CASY) stake by 100% in Q1 2026, buying an estimated $651 and bringing the position to 2 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

SHP Wealth Management first reported a position in CASY in Q4 2025 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • SHP Wealth Management held 2 shares of Casey's General Stores worth $1.46K as of Q1 2026.
  • SHP Wealth Management bought 1 Casey's General Stores share in Q1 2026, an estimated $651.
  • Casey's General Stores made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1369 holding.
  • SHP Wealth Management first reported a position in Casey's General Stores in Q4 2025 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.