Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Winmark WINA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$635K Sell
1,500
-144
-9% -$56.3K ﹤0.01% 2733
2026
Q1 		$703K Buy
1,644
+4
+0.2% +$1.76K ﹤0.01% 2494
2025
Q4 		$664K Buy
1,640
+8
+0.5% +$3.42K ﹤0.01% 2458
2025
Q3 		$812K Buy
1,632
+36
+2% +$15.5K ﹤0.01% 2220
2025
Q2 		$603K Buy
1,596
+2
+0.1% +$773 ﹤0.01% 2376
2025
Q1 		$507K Sell
1,594
-48
-3% -$17.1K ﹤0.01% 2427
2024
Q4 		$645K Sell
1,642
-54
-3% -$21.2K ﹤0.01% 2224
2024
Q3 		$649K Buy
1,696
+173
+11% +$64.3K ﹤0.01% 2204
2024
Q2 		$537K Buy
+1,523
New +$544K ﹤0.01% 2245

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Cambridge Investment Research Advisors's WINA Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Winmark (WINA) stake by 8.8% in Q2 2026, selling an estimated $56.3K and leaving 1,500 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Cambridge Investment Research Advisors first reported a position in WINA in Q2 2024 and has held it in 9 quarters since. The position peaked at $812K in Q3 2025. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,500 shares of Winmark worth $635K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 144 Winmark shares in Q2 2026, an estimated $56.3K.
  • Winmark made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2733 holding.
  • Cambridge Investment Research Advisors first reported a position in Winmark in Q2 2024 and has held it in 9 quarters since.
  • Cambridge Investment Research Advisors's Winmark position peaked at $812K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.