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YHB Investment Advisors’s Casey's General Stores CASY Stock Holding History

YHB Investment Advisors’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 		$3.95M Buy
4,966
+690
+16% +$556K 0.25% 94
2026
Q1 		$3.11M Buy
4,276
+552
+15% +$360K 0.22% 96
2025
Q4 		$2.06M Buy
3,724
+584
+19% +$321K 0.14% 124
2025
Q3 		$1.77M Buy
3,140
+594
+23% +$311K 0.13% 124
2025
Q2 		$1.3M Buy
2,546
+607
+31% +$280K 0.1% 148
2025
Q1 		$842K Buy
1,939
+53
+3% +$21.7K 0.07% 160
2024
Q4 		$747K Buy
1,886
+130
+7% +$52.4K 0.06% 164
2024
Q3 		$660K Buy
1,756
+124
+8% +$46.4K 0.05% 179
2024
Q2 		$623K Buy
1,632
+196
+14% +$65.4K 0.05% 182
2024
Q1 		$457K Buy
1,436
+657
+84% +$192K 0.04% 200
2023
Q4 		$214K Buy
+779
New +$213K 0.02% 255

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YHB Investment Advisors's CASY Position: Q2 2026 in Review

YHB Investment Advisors increased its Casey's General Stores (CASY) stake by 16% in Q2 2026, buying an estimated $556K and bringing the position to 4,966 shares worth $3.95M. The position accounts for 0.25% of the portfolio, ranked #94.

YHB Investment Advisors first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 434 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • YHB Investment Advisors held 4,966 shares of Casey's General Stores worth $3.95M as of Q2 2026.
  • YHB Investment Advisors bought 690 Casey's General Stores shares in Q2 2026, an estimated $556K.
  • Casey's General Stores made up 0.25% of YHB Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • YHB Investment Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 434 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.