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Bogart Wealth LLC’s Winnebago Industries WGO Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$875 Buy
+28
New +$854 ﹤0.01% 1647

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bogart Wealth LLC's WGO Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Winnebago Industries (WGO) in Q2 2026: 28 shares worth $875. The stake represents ﹤0.01% of the portfolio and ranks #1647 among its holdings.

242 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Bogart Wealth LLC held 28 shares of Winnebago Industries worth $875 as of Q2 2026.
  • Winnebago Industries was a new Bogart Wealth LLC position in Q2 2026.
  • Winnebago Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1647 holding.
  • 242 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.