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

Spire 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	$6.15M	Sell	7,747 -174	-2%	-$140K	0.19%	112
2026 Q1	$5.77M	Buy	+7,921	New	+$5.16M	0.2%	110
2025 Q4	–	Sell	-5	Closed	-$2.83K	–	2328
2025 Q3	$2.83K	Sell	5 -40	-89%	-$20.9K	﹤0.01%	2087
2025 Q2	$23K	Sell	45 -1	-2%	-$461	﹤0.01%	1465
2025 Q1	$20K	Buy	46 +40	+667%	+$16.4K	﹤0.01%	1612
2024 Q4	$2.38K	Buy	6 +2	+50%	+$806	﹤0.01%	2220
2024 Q3	$1.5K	Sell	4 -2	-33%	-$748	﹤0.01%	2047
2024 Q2	$2.29K	Sell	6 -4	-40%	-$1.33K	﹤0.01%	1985
2024 Q1	$3.19K	Hold	10	–	–	﹤0.01%	2013
2023 Q4	$2.86K	Hold	10	–	–	﹤0.01%	2074
2023 Q3	$2.71K	Hold	10	–	–	﹤0.01%	2068
2023 Q2	$2.44K	Buy	10 +3	+43%	+$680	﹤0.01%	2165
2023 Q1	$1.51K	Buy	+7	New	+$1.53K	﹤0.01%	2315
2022 Q2	–	Sell	-106	Closed	-$21K	–	2673
2022 Q1	$21K	Hold	106	–	–	﹤0.01%	1788
2021 Q4	$21K	Hold	106	–	–	﹤0.01%	2093
2021 Q3	$20K	Hold	106	–	–	﹤0.01%	1850
2021 Q2	$21K	Hold	106	–	–	﹤0.01%	1846
2021 Q1	$23K	Buy	+106	New	+$21.2K	﹤0.01%	2086

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

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

Spire Wealth Management reduced its Casey's General Stores (CASY) stake by 2.2% in Q2 2026, selling an estimated $140K and leaving 7,747 shares worth $6.15M. The position accounts for 0.19% of the portfolio, ranked #112.

Spire Wealth Management first reported a position in CASY in Q1 2021 and has held it in 18 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Spire Wealth Management held 7,747 shares of Casey's General Stores worth $6.15M as of Q2 2026.
Spire Wealth Management sold 174 Casey's General Stores shares in Q2 2026, an estimated $140K.
Casey's General Stores made up 0.19% of Spire Wealth Management's portfolio in Q2 2026, its #112 holding.
Spire Wealth Management first reported a position in Casey's General Stores in Q1 2021 and has held it in 18 quarters since.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.