Arax Advisory Partners’s Willamette Valley Vineyards WVVI Stock Holding History

Arax Advisory Partners’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257	Hold	100	–	–	﹤0.01%	3507
2025 Q4	$305	Hold	100	–	–	﹤0.01%	3675
2025 Q3	$364	Hold	100	–	–	﹤0.01%	3398
2025 Q2	$552	Hold	100	–	–	﹤0.01%	2920
2025 Q1	$594	Hold	100	–	–	﹤0.01%	2507
2024 Q4	$335	Hold	100	–	–	﹤0.01%	2364
2024 Q3	$348	Hold	100	–	–	﹤0.01%	2456
2024 Q2	$393	Hold	100	–	–	﹤0.01%	2359
2024 Q1	$501	Hold	100	–	–	﹤0.01%	1235
2023 Q4	$530	Hold	100	–	–	﹤0.01%	1219
2023 Q3	$587	Hold	100	–	–	﹤0.01%	1222
2023 Q2	$577	Hold	100	–	–	﹤0.01%	1189
2023 Q1	$616	Hold	100	–	–	﹤0.01%	1164
2022 Q4	$599	Hold	100	–	–	﹤0.01%	1158
2022 Q3	$1K	Sell	100 -100	-50%	-$631	﹤0.01%	1177
2022 Q2	$2K	Buy	200 +100	+100%	+$765	﹤0.01%	976
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1117
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	1108
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	957
2021 Q2	$1K	Buy	+100	New	+$1.26K	﹤0.01%	907
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	720
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	682
2020 Q2	$1K	Buy	+100	New	+$577	﹤0.01%	667
2020 Q1	–	Sell	-100	Closed	-$1K	–	726
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	578
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	581
2019 Q2	$1K	Buy	+100	New	+$710	﹤0.01%	584

Other funds holding WVVI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arax Advisory Partners's WVVI Position: Q1 2026 in Review

Arax Advisory Partners held its Willamette Valley Vineyards (WVVI) position steady in Q1 2026 at 100 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Arax Advisory Partners first reported a position in WVVI in Q2 2019 and has held it in 26 quarters since. The position peaked at $2K in Q2 2022. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

Arax Advisory Partners held 100 shares of Willamette Valley Vineyards worth $257 as of Q1 2026.
Arax Advisory Partners left its Willamette Valley Vineyards share count unchanged in Q1 2026.
Willamette Valley Vineyards made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3507 holding.
Arax Advisory Partners first reported a position in Willamette Valley Vineyards in Q2 2019 and has held it in 26 quarters since.
Arax Advisory Partners's Willamette Valley Vineyards position peaked at $2K in Q2 2022.
35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.