Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Winnebago Industries WGO Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.03M Buy
33,354
+4,107
+14% +$171K ﹤0.01% 1521
2025
Q4 		$1.19M Sell
29,247
-5,703
-16% -$208K ﹤0.01% 1397
2025
Q3 		$1.17M Sell
34,950
-3,640
-9% -$120K ﹤0.01% 1322
2025
Q2 		$1.12M Buy
38,590
+7,363
+24% +$241K ﹤0.01% 1194
2025
Q1 		$1.08M Buy
31,227
+1,566
+5% +$66.4K ﹤0.01% 1085
2024
Q4 		$1.42M Sell
29,661
-129
-0.4% -$7.31K 0.01% 922
2024
Q3 		$1.73M Buy
29,790
+70
+0.2% +$4.01K 0.01% 765
2024
Q2 		$1.61M Sell
29,720
-93
-0.3% -$5.73K 0.01% 707
2024
Q1 		$2.21M Buy
29,813
+8,142
+38% +$553K 0.01% 598
2023
Q4 		$1.58M Sell
21,671
-13,507
-38% -$867K 0.01% 636
2023
Q3 		$2.09M Hold
35,178
– – 0.01% 536
2023
Q2 		$2.35M Sell
35,178
-21,400
-38% -$1.28M 0.01% 486
2023
Q1 		$3.27M Buy
56,578
+40,081
+243% +$2.45M 0.02% 402
2022
Q4 		$869K Buy
16,497
+11,231
+213% +$639K 0.01% 657
2022
Q3 		$280K Buy
5,266
+151
+3% +$8.76K ﹤0.01% 928
2022
Q2 		$248K Sell
5,115
-3,070
-38% -$159K ﹤0.01% 960
2022
Q1 		$442K Buy
8,185
+5,224
+176% +$338K ﹤0.01% 765
2021
Q4 		$222K Buy
+2,961
New +$213K ﹤0.01% 983
2021
Q2 		$229K Hold
3,375
– – ﹤0.01% 856
2021
Q1 		$229K Hold
3,375
– – ﹤0.01% 856
2020
Q4 		$229K Hold
3,375
– – ﹤0.01% 856
2020
Q3 		$229K Hold
3,375
– – ﹤0.01% 856
2020
Q2 		$229K Hold
3,375
– – ﹤0.01% 856
2020
Q1 		$229K Hold
3,375
– – ﹤0.01% 856
2019
Q4 		$229K Hold
3,375
– – ﹤0.01% 856
2019
Q3 		$229K Hold
3,375
– – ﹤0.01% 856
2019
Q2 		$229K Hold
3,375
– – ﹤0.01% 856
2019
Q1 		$229K Buy
3,375
+3,171
+1,554% +$95.2K ﹤0.01% 856
2018
Q4 		$5K Buy
+204
New +$5.41K ﹤0.01% 1552

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Winnebago Industries (WGO) stake by 14% in Q1 2026, buying an estimated $171K and bringing the position to 33,354 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Carson Wealth (CWM LLC) first reported a position in WGO in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.27M in Q1 2023. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,354 shares of Winnebago Industries worth $1.03M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,107 Winnebago Industries shares in Q1 2026, an estimated $171K.
  • Winnebago Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1521 holding.
  • Carson Wealth (CWM LLC) first reported a position in Winnebago Industries in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Winnebago Industries position peaked at $3.27M in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.