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CarsonAllaria Wealth Management’s Winnebago Industries WGO Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-86
Closed -$2.51K – 336
2025
Q2 		$2.51K Hold
86
– – ﹤0.01% 311
2025
Q1 		$2.98K Buy
+86
New +$3.65K ﹤0.01% 313

Other funds holding WGO

BlackRock
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's WGO Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Winnebago Industries (WGO) in Q3 2025, closing a stake of 86 shares — an estimated $2.51K sold.

CarsonAllaria Wealth Management first reported a position in WGO in Q1 2025 and held it in 2 quarters. The position peaked at $2.98K in Q1 2025. 254 funds tracked by Wall St. Rank hold WGO as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Winnebago Industries position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 86 Winnebago Industries shares in Q3 2025, an estimated $2.51K.
  • CarsonAllaria Wealth Management first reported a position in Winnebago Industries in Q1 2025 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Winnebago Industries position peaked at $2.98K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.