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

Summit 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	$380K	Hold	478	–	–	0.05%	202
2026 Q1	$348K	Buy	+478	New	+$311K	0.06%	200

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

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

Summit Wealth Partners held its Casey's General Stores (CASY) position steady in Q2 2026 at 478 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #202.

Summit Wealth Partners first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Summit Wealth Partners held 478 shares of Casey's General Stores worth $380K as of Q2 2026.
Summit Wealth Partners left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #202 holding.
Summit Wealth Partners first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
1,079 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.