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Avion Wealth’s Winnebago Industries WGO Stock Holding History

Avion Wealth’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed – – 1620
2025
Q3 		$0 Buy
+17
New +$561 ﹤0.01% 1581
2021
Q1 		– Sell
-100
Closed -$6K – 395
2020
Q4 		$6K Sell
100
-100
-50% -$5.45K ﹤0.01% 267
2020
Q3 		$10K Buy
200
+100
+100% +$5.76K ﹤0.01% 187
2020
Q2 		$7K Buy
+100
New +$5.11K ﹤0.01% 190

Other funds holding WGO

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Avion Wealth's WGO Position: Q4 2025 in Review

Avion Wealth sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 17 shares.

Avion Wealth first reported a position in WGO in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2020. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • Avion Wealth reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 17 Winnebago Industries shares in Q4 2025.
  • Avion Wealth first reported a position in Winnebago Industries in Q2 2020 and held it in 4 quarters.
  • Avion Wealth's Winnebago Industries position peaked at $10K in Q3 2020.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.