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 Q2	$1.08M	Hold	1,356	–	–	0.54%	52
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 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

ViaWealth's CASY Position: Q2 2026 in Review

ViaWealth held its Casey's General Stores (CASY) position steady in Q2 2026 at 1,356 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #52.

ViaWealth first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

ViaWealth held 1,356 shares of Casey's General Stores worth $1.08M as of Q2 2026.
ViaWealth left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up 0.54% of ViaWealth's portfolio in Q2 2026, its #52 holding.
ViaWealth first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.