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Strategic Wealth Partners’s Casey's General Stores CASY Stock Holding History

Strategic Wealth Partners’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 		$11.9K Sell
15
-1
-6% -$806 ﹤0.01% 882
2026
Q1 		$11.6K Buy
16
+1
+7% +$651 ﹤0.01% 859
2025
Q4 		$8.29K Buy
+15
New +$8.26K ﹤0.01% 933

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's CASY Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Casey's General Stores (CASY) stake by 6.3% in Q2 2026, selling an estimated $806 and leaving 15 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Strategic Wealth Partners first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Strategic Wealth Partners held 15 shares of Casey's General Stores worth $11.9K as of Q2 2026.
  • Strategic Wealth Partners sold 1 Casey's General Stores share in Q2 2026, an estimated $806.
  • Casey's General Stores made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #882 holding.
  • Strategic Wealth Partners first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.