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

Smith Salley 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	$21.2M	Sell	26,726 -3,931	-13%	-$3.17M	0.92%	33
2026 Q1	$22.3M	Buy	30,657 +287	+0.9%	+$187K	1.12%	28
2025 Q4	$16.8M	Sell	30,370 -282	-0.9%	-$155K	0.83%	35
2025 Q3	$17.3M	Sell	30,652 -4	-0%	-$2.09K	0.89%	36
2025 Q2	$15.6M	Buy	30,656 +621	+2%	+$286K	0.91%	36
2025 Q1	$13M	Buy	30,035 +252	+0.8%	+$103K	0.85%	38
2024 Q4	$11.8M	Buy	29,783 +548	+2%	+$221K	0.76%	39
2024 Q3	$11M	Buy	29,235 +1,278	+5%	+$478K	0.72%	44
2024 Q2	$10.7M	Buy	27,957 +2,157	+8%	+$720K	0.77%	39
2024 Q1	$8.22M	Buy	+25,800	New	+$7.54M	0.64%	47

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

Smith Salley Wealth Management's CASY Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Casey's General Stores (CASY) stake by 13% in Q2 2026, selling an estimated $3.17M and leaving 26,726 shares worth $21.2M. The position accounts for 0.92% of the portfolio, ranked #33.

Smith Salley Wealth Management first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.3M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Smith Salley Wealth Management held 26,726 shares of Casey's General Stores worth $21.2M as of Q2 2026.
Smith Salley Wealth Management sold 3,931 Casey's General Stores shares in Q2 2026, an estimated $3.17M.
Casey's General Stores made up 0.92% of Smith Salley Wealth Management's portfolio in Q2 2026, its #33 holding.
Smith Salley Wealth Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
Smith Salley Wealth Management's Casey's General Stores position peaked at $22.3M in Q1 2026.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.