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 Q2	$1.63K	Buy	+52	New	+$1.59K	﹤0.01%	2543
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	–	3262
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Advisors's WGO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Winnebago Industries (WGO) in Q2 2026: 52 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #2543 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WGO as recently as Q4 2025.

Clearstead Advisors first reported a position in WGO in Q4 2020 and has held it in 11 quarters since. The position peaked at $35.1K in Q4 2025. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

Clearstead Advisors held 52 shares of Winnebago Industries worth $1.63K as of Q2 2026.
Winnebago Industries was a new Clearstead Advisors position in Q2 2026.
Winnebago Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2543 holding.
Clearstead Advisors first reported a position in Winnebago Industries in Q4 2020 and has held it in 11 quarters since.
Clearstead Advisors's Winnebago Industries position peaked at $35.1K in Q4 2025.
244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.