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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
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 $6.73T 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 Alliance's CASY Position: Q2 2026 in Review

Wealth Alliance reduced its Casey's General Stores (CASY) stake by 16% in Q2 2026, selling an estimated $48.3K and leaving 309 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #502.

Wealth Alliance first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. The position peaked at $269K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Wealth Alliance held 309 shares of Casey's General Stores worth $246K as of Q2 2026.
  • Wealth Alliance sold 60 Casey's General Stores shares in Q2 2026, an estimated $48.3K.
  • Casey's General Stores made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #502 holding.
  • Wealth Alliance first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • Wealth Alliance's Casey's General Stores position peaked at $269K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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