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Advisor OS’s Wingstop WING Stock Holding History

Advisor OS’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,307
Closed -$295K – 489
2025
Q1 		$295K Buy
1,307
+347
+36% +$90.3K 0.03% 330
2024
Q4 		$273K Buy
+960
New +$326K 0.03% 345

Other funds holding WING

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor OS's WING Position: Q2 2025 in Review

Advisor OS sold out of Wingstop (WING) in Q2 2025, closing a stake of 1,307 shares — an estimated $295K sold.

Advisor OS first reported a position in WING in Q4 2024 and held it in 2 quarters. The position peaked at $295K in Q1 2025. 472 funds tracked by Wall St. Rank hold WING as of Q2 2025.

  • Advisor OS reported no remaining Wingstop position as of Q2 2025 after selling out during the quarter.
  • Advisor OS sold 1,307 Wingstop shares in Q2 2025, an estimated $295K.
  • Advisor OS first reported a position in Wingstop in Q4 2024 and held it in 2 quarters.
  • Advisor OS's Wingstop position peaked at $295K in Q1 2025.
  • 472 funds tracked by Wall St. Rank held Wingstop as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.