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Bell Investment Advisors’s Winnebago Industries WGO Stock Holding History

Bell Investment Advisors’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
-15
Closed -$502 – 1957
2025
Q3 		$502 Hold
15
– – ﹤0.01% 1765
2025
Q2 		$435 Buy
+15
New +$492 ﹤0.01% 1789
2024
Q4 		– Sell
-32
Closed -$1.86K – 1956
2024
Q3 		$1.86K Sell
32
-34
-52% -$1.95K ﹤0.01% 1381
2024
Q2 		$3.58K Hold
66
– – ﹤0.01% 1092
2024
Q1 		$4.88K Hold
66
– – ﹤0.01% 934
2023
Q4 		$4.81K Buy
66
+20
+43% +$1.28K ﹤0.01% 906
2023
Q3 		$2.73K Buy
+46
New +$2.98K ﹤0.01% 1135
2023
Q2 		– Sell
-17
Closed -$981 – 1997
2023
Q1 		$981 Buy
17
+8
+89% +$488 ﹤0.01% 1581
2022
Q4 		$474 Sell
9
-1
-10% -$57 ﹤0.01% 1870
2022
Q3 		$1K Buy
+10
New +$580 ﹤0.01% 1629

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bell Investment Advisors's WGO Position: Q4 2025 in Review

Bell Investment Advisors sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 15 shares — an estimated $502 sold.

Bell Investment Advisors first reported a position in WGO in Q3 2022 and held it in 10 quarters. The position peaked at $4.88K in Q1 2024. 251 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • Bell Investment Advisors reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 15 Winnebago Industries shares in Q4 2025, an estimated $502.
  • Bell Investment Advisors first reported a position in Winnebago Industries in Q3 2022 and held it in 10 quarters.
  • Bell Investment Advisors's Winnebago Industries position peaked at $4.88K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.