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Valued Wealth Advisors’s Casey's General Stores CASY Stock Holding History

Valued 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
Q2 		$16.7K Buy
21
+1
+5% +$806 0.01% 226
2026
Q1 		$14.6K Buy
20
+9
+82% +$5.86K 0.01% 226
2025
Q4 		$6.11K Hold
11
– – ﹤0.01% 276
2025
Q3 		$6.24K Hold
11
– – ﹤0.01% 265
2025
Q2 		$5.63K Hold
11
– – ﹤0.01% 269
2025
Q1 		$4.78K Hold
11
– – ﹤0.01% 313
2024
Q4 		$4.36K Hold
11
– – ﹤0.01% 316
2024
Q3 		$4.13K Hold
11
– – ﹤0.01% 306
2024
Q2 		$4.2K Hold
11
– – ﹤0.01% 289
2024
Q1 		$3.5K Buy
11
+9
+450% +$2.63K ﹤0.01% 282
2023
Q4 		$544 Buy
+2
New +$547 ﹤0.01% 429

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Valued Wealth Advisors's CASY Position: Q2 2026 in Review

Valued Wealth Advisors increased its Casey's General Stores (CASY) stake by 5% in Q2 2026, buying an estimated $806 and bringing the position to 21 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #226.

Valued Wealth Advisors first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Valued Wealth Advisors held 21 shares of Casey's General Stores worth $16.7K as of Q2 2026.
  • Valued Wealth Advisors bought 1 Casey's General Stores share in Q2 2026, an estimated $806.
  • Casey's General Stores made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Valued Wealth Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 283 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.