Steward Partners Investment Advisory’s Casey's General Stores CASY Stock Holding History

Steward Partners Investment Advisory’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	$7.28M	Sell	9,164 -872	-9%	-$703K	0.04%	433
2026 Q1	$7.3M	Buy	10,036 +2,926	+41%	+$1.91M	0.04%	406
2025 Q4	$3.93M	Buy	7,110 +1,343	+23%	+$739K	0.02%	550
2025 Q3	$3.26M	Sell	5,767 -963	-14%	-$504K	0.02%	605
2025 Q2	$3.43M	Sell	6,730 -6,456	-49%	-$2.98M	0.03%	535
2025 Q1	$5.72M	Sell	13,186 -191	-1%	-$78.3K	0.05%	356
2024 Q4	$5.3M	Buy	13,377 +1,329	+11%	+$536K	0.05%	361
2024 Q3	$4.53M	Buy	12,048 +6,301	+110%	+$2.36M	0.04%	389
2024 Q2	$2.19M	Buy	5,747 +1,004	+21%	+$335K	0.02%	558
2024 Q1	$1.51M	Buy	4,743 +1,255	+36%	+$367K	0.02%	663
2023 Q4	$958K	Buy	3,488 +2,309	+196%	+$632K	0.01%	746
2023 Q3	$320K	Sell	1,179 -245	-17%	-$62.1K	﹤0.01%	1101
2023 Q2	$347K	Buy	1,424 +521	+58%	+$118K	0.01%	1067
2023 Q1	$195K	Buy	903 +31	+4%	+$6.78K	﹤0.01%	1299
2022 Q4	$196K	Buy	872 +1	+0.1%	+$228	﹤0.01%	1244
2022 Q3	$176K	Buy	871 +27	+3%	+$5.59K	﹤0.01%	1253
2022 Q2	$156K	Buy	844 +22	+3%	+$4.43K	﹤0.01%	1306
2022 Q1	$163K	Buy	822 +18	+2%	+$3.39K	﹤0.01%	1378
2021 Q4	$159K	Buy	804 +18	+2%	+$3.48K	﹤0.01%	1405
2021 Q3	$148K	Buy	786 +27	+4%	+$5.3K	﹤0.01%	1395
2021 Q2	$148K	Buy	759 +63	+9%	+$13.6K	﹤0.01%	1794
2021 Q1	$151K	Buy	696 +47	+7%	+$9.4K	﹤0.01%	1425
2020 Q4	$116K	Buy	649 +37	+6%	+$6.71K	﹤0.01%	1308
2020 Q3	$109K	Buy	612 +29	+5%	+$4.9K	﹤0.01%	1183
2020 Q2	$87K	Buy	583 +54	+10%	+$8.13K	﹤0.01%	1205
2020 Q1	$70K	Buy	529 +10	+2%	+$1.62K	﹤0.01%	1134
2019 Q4	$82K	Buy	519 +26	+5%	+$4.3K	﹤0.01%	1201
2019 Q3	$79K	Buy	493 +28	+6%	+$4.61K	﹤0.01%	1176
2019 Q2	$72K	Buy	+465	New	+$63.5K	﹤0.01%	1191

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

Steward Partners Investment Advisory's CASY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Casey's General Stores (CASY) stake by 8.7% in Q2 2026, selling an estimated $703K and leaving 9,164 shares worth $7.28M. The position accounts for 0.04% of the portfolio, ranked #433.

Steward Partners Investment Advisory first reported a position in CASY in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.3M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Steward Partners Investment Advisory held 9,164 shares of Casey's General Stores worth $7.28M as of Q2 2026.
Steward Partners Investment Advisory sold 872 Casey's General Stores shares in Q2 2026, an estimated $703K.
Casey's General Stores made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #433 holding.
Steward Partners Investment Advisory first reported a position in Casey's General Stores in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Casey's General Stores position peaked at $7.3M in Q1 2026.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.