Cerity Partners
WINA icon

Cerity Partners’s Winmark WINA Stock Holding History

Cerity Partners’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
Q1 		$435K Buy
1,017
+176
+21% +$77.6K ﹤0.01% 2371
2025
Q4 		$341K Buy
841
+201
+31% +$86K ﹤0.01% 2331
2025
Q3 		$319K Buy
+640
New +$275K ﹤0.01% 2237

Other funds holding WINA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cerity Partners's WINA Position: Q1 2026 in Review

Cerity Partners increased its Winmark (WINA) stake by 21% in Q1 2026, buying an estimated $77.6K and bringing the position to 1,017 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Cerity Partners first reported a position in WINA in Q3 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold WINA as of Q1 2026.

  • Cerity Partners held 1,017 shares of Winmark worth $435K as of Q1 2026.
  • Cerity Partners bought 176 Winmark shares in Q1 2026, an estimated $77.6K.
  • Winmark made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2371 holding.
  • Cerity Partners first reported a position in Winmark in Q3 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Winmark as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.