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United Capital Financial Advisors’s Casey's General Stores CASY Stock Holding History

United Capital Financial 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
Q2 		$548K Sell
689
-298
-30% -$240K ﹤0.01% 1068
2026
Q1 		$718K Sell
987
-1,078
-52% -$702K ﹤0.01% 901
2025
Q4 		$1.14M Buy
2,065
+81
+4% +$44.6K 0.01% 689
2025
Q3 		$1.12M Buy
1,984
+1,404
+242% +$735K 0.01% 609
2025
Q2 		$296K Sell
580
-79
-12% -$36.4K ﹤0.01% 932
2025
Q1 		$286K Sell
659
-9,042
-93% -$3.71M ﹤0.01% 903
2024
Q4 		$3.84M Buy
9,701
+9,140
+1,629% +$3.68M 0.03% 300
2024
Q3 		$211K Sell
561
-29
-5% -$10.8K ﹤0.01% 993
2024
Q2 		$225K Buy
+590
New +$197K ﹤0.01% 945
2017
Q3 		– Sell
-3,970
Closed -$425K – 1310
2017
Q2 		$425K Buy
3,970
+667
+20% +$74.4K ﹤0.01% 970
2017
Q1 		$371K Buy
3,303
+1,271
+63% +$146K ﹤0.01% 980
2016
Q4 		$242K Buy
+2,032
New +$242K ﹤0.01% 1115

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

United Capital Financial Advisors's CASY Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Casey's General Stores (CASY) stake by 30% in Q2 2026, selling an estimated $240K and leaving 689 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

United Capital Financial Advisors first reported a position in CASY in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.84M in Q4 2024. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • United Capital Financial Advisors held 689 shares of Casey's General Stores worth $548K as of Q2 2026.
  • United Capital Financial Advisors sold 298 Casey's General Stores shares in Q2 2026, an estimated $240K.
  • Casey's General Stores made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1068 holding.
  • United Capital Financial Advisors first reported a position in Casey's General Stores in Q4 2016 and has held it in 12 quarters since.
  • United Capital Financial Advisors's Casey's General Stores position peaked at $3.84M in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.