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Clearstead Advisors’s Winnebago Industries WGO Stock Holding History

Clearstead Advisors’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 		– Sell
-866
Closed -$35.1K – 2851
2025
Q4 		$35.1K Buy
+866
New +$31.6K ﹤0.01% 1529
2025
Q3 		– Sell
-226
Closed -$6.55K – 3267
2025
Q2 		$6.55K Buy
+226
New +$7.41K ﹤0.01% 2030
2022
Q4 		– Sell
-23
Closed -$1K – 1387
2022
Q3 		$1K Buy
23
+1
+5% +$58 ﹤0.01% 1215
2022
Q2 		$1K Hold
22
– – ﹤0.01% 1240
2022
Q1 		$1K Hold
22
– – ﹤0.01% 1336
2021
Q4 		$2K Hold
22
– – ﹤0.01% 1142
2021
Q3 		$2K Hold
22
– – ﹤0.01% 1159
2021
Q2 		$2K Hold
22
– – ﹤0.01% 1096
2021
Q1 		$2K Hold
22
– – ﹤0.01% 986
2020
Q4 		$1K Buy
+22
New +$1.2K ﹤0.01% 964

Other funds holding WGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return