Wealthspire Advisors (New York)’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$256K Sell
322
-96
-23% -$77.3K ﹤0.01% 1050
2026
Q1
$304K Sell
418
-349
-46% -$227K ﹤0.01% 717
2025
Q4
$424K Buy
767
+588
+328% +$324K ﹤0.01% 667
2025
Q3
$101K Buy
+179
New +$93.6K ﹤0.01% 1009

Other funds holding CASY

Wealthspire Advisors (New York)'s CASY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Casey's General Stores (CASY) stake by 23% in Q2 2026, selling an estimated $77.3K and leaving 322 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Wealthspire Advisors (New York) first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. The position peaked at $424K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Wealthspire Advisors (New York) held 322 shares of Casey's General Stores worth $256K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 96 Casey's General Stores shares in Q2 2026, an estimated $77.3K.
  • Casey's General Stores made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1050 holding.
  • Wealthspire Advisors (New York) first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Casey's General Stores position peaked at $424K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.