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Atlantic Edge Private Wealth Management’s Willamette Valley Vineyards WVVI Stock Holding History

Atlantic Edge Private Wealth Management’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
Q2 		$251 Hold
100
– – ﹤0.01% 608
2026
Q1 		$257 Hold
100
– – ﹤0.01% 591
2025
Q4 		$305 Hold
100
– – ﹤0.01% 566
2025
Q3 		$364 Hold
100
– – ﹤0.01% 531
2025
Q2 		$552 Hold
100
– – ﹤0.01% 497
2025
Q1 		$594 Hold
100
– – ﹤0.01% 486
2024
Q4 		$335 Hold
100
– – ﹤0.01% 474
2024
Q3 		$348 Hold
100
– – ﹤0.01% 483
2024
Q2 		$393 Hold
100
– – ﹤0.01% 466
2024
Q1 		$501 Hold
100
– – ﹤0.01% 470
2023
Q4 		$530 Buy
+100
New +$536 ﹤0.01% 448

Other funds holding WVVI

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

Atlantic Edge Private Wealth Management's WVVI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Willamette Valley Vineyards (WVVI) position steady in Q2 2026 at 100 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Atlantic Edge Private Wealth Management first reported a position in WVVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $594 in Q1 2025. 6 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 100 shares of Willamette Valley Vineyards worth $251 as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Willamette Valley Vineyards share count unchanged in Q2 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Willamette Valley Vineyards in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Willamette Valley Vineyards position peaked at $594 in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.