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ViaWealth’s Casey's General Stores CASY Stock Holding History

ViaWealth’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 		$987K Sell
1,356
-26
-2% -$16.9K 0.55% 56
2025
Q4 		$764K Sell
1,382
-103
-7% -$56.7K 0.43% 70
2025
Q3 		$840K Buy
1,485
+32
+2% +$16.7K 0.46% 65
2025
Q2 		$741K Sell
1,453
-392
-21% -$181K 0.44% 69
2025
Q1 		$801K Sell
1,845
-137
-7% -$56.2K 0.49% 62
2024
Q4 		$785K Sell
1,982
-191
-9% -$77K 0.47% 67
2024
Q3 		$816K Sell
2,173
-141
-6% -$52.7K 0.48% 68
2024
Q2 		$883K Hold
2,314
– – 0.55% 53
2024
Q1 		$737K Hold
2,314
– – 0.46% 73
2023
Q4 		$636K Hold
2,314
– – 0.44% 80
2023
Q3 		$628K Hold
2,314
– – 0.46% 72
2023
Q2 		$564K Hold
2,314
– – 0.42% 79
2023
Q1 		$501K Hold
2,314
– – 0.4% 88
2022
Q4 		$517K Buy
+2,314
New +$527K 0.43% 81

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ViaWealth's CASY Position: Q1 2026 in Review

ViaWealth reduced its Casey's General Stores (CASY) stake by 1.9% in Q1 2026, selling an estimated $16.9K and leaving 1,356 shares worth $987K. The position accounts for 0.55% of the portfolio, ranked #56.

ViaWealth first reported a position in CASY in Q4 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • ViaWealth held 1,356 shares of Casey's General Stores worth $987K as of Q1 2026.
  • ViaWealth sold 26 Casey's General Stores shares in Q1 2026, an estimated $16.9K.
  • Casey's General Stores made up 0.55% of ViaWealth's portfolio in Q1 2026, its #56 holding.
  • ViaWealth first reported a position in Casey's General Stores in Q4 2022 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.