WAG
CASY icon

Wallace Advisory Group’s Casey's General Stores CASY Stock Holding History

Wallace Advisory Group’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
2025
Q4 		– Sell
-444
Closed -$227K – 133
2025
Q3 		$227K Sell
444
-99
-18% -$51.8K 0.18% 149
2025
Q2 		$236K Buy
543
+29
+6% +$13.4K 0.17% 158
2025
Q1 		$204K Sell
514
-88
-15% -$36.1K 0.14% 177
2024
Q4 		$226K Sell
602
-44
-7% -$17.7K 0.16% 160
2024
Q3 		$246K Hold
646
– – 0.18% 148
2024
Q2 		$246K Buy
+646
New +$216K 0.18% 149

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Wallace Advisory Group's CASY Position: Q4 2025 in Review

Wallace Advisory Group sold out of Casey's General Stores (CASY) in Q4 2025, closing a stake of 444 shares — an estimated $227K sold.

Wallace Advisory Group first reported a position in CASY in Q2 2024 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 864 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Wallace Advisory Group reported no remaining Casey's General Stores position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 444 Casey's General Stores shares in Q4 2025, an estimated $227K.
  • Wallace Advisory Group first reported a position in Casey's General Stores in Q2 2024 and held it in 6 quarters.
  • Wallace Advisory Group's Casey's General Stores position peaked at $246K in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.