U.S. Capital Wealth Advisors’s Casey's General Stores CASY Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$232K	Buy	+319	New	+$208K	0.01%	900
2025 Q1	–	Sell	-932	Closed	-$369K	–	844
2024 Q4	$369K	Buy	+932	New	+$376K	0.01%	631
2023 Q1	–	Sell	-190	Closed	-$42.6K	–	776
2022 Q4	$42.6K	Buy	+190	New	+$43.3K	﹤0.01%	917

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's CASY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Casey's General Stores (CASY) in Q1 2026: 319 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in CASY as recently as Q4 2024.

U.S. Capital Wealth Advisors first reported a position in CASY in Q4 2022 and has held it in 3 quarters since. The position peaked at $369K in Q4 2024. 964 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

U.S. Capital Wealth Advisors held 319 shares of Casey's General Stores worth $232K as of Q1 2026.
Casey's General Stores was a new U.S. Capital Wealth Advisors position in Q1 2026.
Casey's General Stores made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #900 holding.
U.S. Capital Wealth Advisors first reported a position in Casey's General Stores in Q4 2022 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's Casey's General Stores position peaked at $369K in Q4 2024.
964 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.