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

Wealth Advisors of Iowa’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 		$2.01M Buy
2,525
+1
+0% +$806 0.54% 30
2026
Q1 		$1.84M Buy
2,524
+281
+13% +$183K 0.57% 29
2025
Q4 		$1.24M Buy
2,243
+41
+2% +$22.6K 0.41% 34
2025
Q3 		$1.25M Hold
2,202
– – 0.42% 32
2025
Q2 		$1.12M Buy
2,202
+55
+3% +$25.3K 0.42% 30
2025
Q1 		$932K Buy
2,147
+149
+7% +$61.1K 0.4% 32
2024
Q4 		$792K Sell
1,998
-38
-2% -$15.3K 0.4% 29
2024
Q3 		$765K Sell
2,036
-2
-0.1% -$748 0.39% 30
2024
Q2 		$778K Buy
2,038
+1
+0% +$334 0.43% 17
2024
Q1 		$649K Buy
2,037
+1
+0% +$292 0.39% 26
2023
Q4 		$559K Sell
2,036
-37
-2% -$10.1K 0.38% 26
2023
Q3 		$563K Buy
2,073
+13
+0.6% +$3.29K 0.4% 25
2023
Q2 		$502K Buy
2,060
+203
+11% +$46K 0.36% 26
2023
Q1 		$402K Sell
1,857
-198
-10% -$43.3K 0.31% 28
2022
Q4 		$461K Sell
2,055
-18
-0.9% -$4.1K 0.38% 31
2022
Q3 		$420K Sell
2,073
-1
-0% -$207 0.39% 26
2022
Q2 		$384K Buy
2,074
+836
+68% +$168K 0.21% 36
2022
Q1 		$246K Buy
+1,238
New +$233K 0.12% 53

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

Wealth Advisors of Iowa's CASY Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Casey's General Stores (CASY) stake by 0.04% in Q2 2026, buying an estimated $806 and bringing the position to 2,525 shares worth $2.01M. The position accounts for 0.54% of the portfolio, ranked #30.

Wealth Advisors of Iowa first reported a position in CASY in Q1 2022 and has held it in 18 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Wealth Advisors of Iowa held 2,525 shares of Casey's General Stores worth $2.01M as of Q2 2026.
  • Wealth Advisors of Iowa bought 1 Casey's General Stores share in Q2 2026, an estimated $806.
  • Casey's General Stores made up 0.54% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #30 holding.
  • Wealth Advisors of Iowa first reported a position in Casey's General Stores in Q1 2022 and has held it in 18 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.