Wealth Alliance
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Wealth Alliance’s Casey's General Stores CASY Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-309
Closed -$246K – 576
2026
Q2 		$246K Sell
309
-60
-16% -$48.3K 0.02% 502
2026
Q1 		$269K Sell
369
-21
-5% -$13.7K 0.03% 463
2025
Q4 		$215K Buy
390
+1
+0.3% +$550 0.02% 520
2025
Q3 		$220K Buy
+389
New +$204K 0.02% 506

Other funds holding CASY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Wealth Alliance's CASY Position: Q3 2026 in Review

Wealth Alliance sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 309 shares — an estimated $246K sold.

Wealth Alliance first reported a position in CASY in Q3 2025 and held it in 4 quarters. The position peaked at $269K in Q1 2026. 856 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Wealth Alliance reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 309 Casey's General Stores shares in Q3 2026, an estimated $246K.
  • Wealth Alliance first reported a position in Casey's General Stores in Q3 2025 and held it in 4 quarters.
  • Wealth Alliance's Casey's General Stores position peaked at $269K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.