Clarity Asset Management’s Willamette Valley Vineyards WVVI Stock Holding History

Clarity Asset Management’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-700	Closed	-$1.8K	–	279
2026 Q1	$1.8K	Hold	700	–	–	﹤0.01%	269
2025 Q4	$2.13K	Hold	700	–	–	﹤0.01%	226
2025 Q3	$2.5K	Hold	700	–	–	﹤0.01%	225
2025 Q2	$3.88K	Hold	700	–	–	﹤0.01%	217
2025 Q1	$4.16K	Hold	700	–	–	﹤0.01%	183
2024 Q4	$2.35K	Hold	700	–	–	﹤0.01%	196
2024 Q3	$2.44K	Hold	700	–	–	﹤0.01%	177
2024 Q2	$2.75K	Hold	700	–	–	﹤0.01%	171
2024 Q1	$3.67K	Hold	700	–	–	﹤0.01%	170
2023 Q4	$3.75K	Buy	+700	New	+$3.75K	﹤0.01%	170

Other funds holding WVVI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Clarity Asset Management's WVVI Position: Q2 2026 in Review

Clarity Asset Management sold out of Willamette Valley Vineyards (WVVI) in Q2 2026, closing a stake of 700 shares — an estimated $1.8K sold.

Clarity Asset Management first reported a position in WVVI in Q4 2023 and held it in 10 quarters. The position peaked at $4.16K in Q1 2025. 2 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Clarity Asset Management reported no remaining Willamette Valley Vineyards position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 700 Willamette Valley Vineyards shares in Q2 2026, an estimated $1.8K.
Clarity Asset Management first reported a position in Willamette Valley Vineyards in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's Willamette Valley Vineyards position peaked at $4.16K in Q1 2025.
2 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.