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Congress Asset Management’s Winmark WINA Stock Holding History

Congress Asset Management’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
Q3 		$12.6M Buy
41,942
+7,361
+21% +$2.52M 0.08% 201
2026
Q2 		$14.6M Buy
34,581
+15,734
+83% +$6.15M 0.09% 178
2026
Q1 		$8.06M Buy
18,847
+3,738
+25% +$1.65M 0.06% 218
2025
Q4 		$6.12M Buy
15,109
+326
+2% +$139K 0.04% 225
2025
Q3 		$7.36M Sell
14,783
-951
-6% -$408K 0.05% 206
2025
Q2 		$5.94M Sell
15,734
-34
-0.2% -$13.1K 0.04% 219
2025
Q1 		$5.01M Sell
15,768
-55
-0.3% -$19.6K 0.04% 224
2024
Q4 		$6.22M Buy
15,823
+6,690
+73% +$2.63M 0.04% 222
2024
Q3 		$3.5M Sell
9,133
-124
-1% -$46.1K 0.02% 250
2024
Q2 		$3.26M Buy
9,257
+3,493
+61% +$1.25M 0.02% 254
2024
Q1 		$2.08M Buy
+5,764
New +$2.12M 0.01% 276

Other funds holding WINA

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's WINA Position: Q3 2026 in Review

Congress Asset Management increased its Winmark (WINA) stake by 21% in Q3 2026, buying an estimated $2.52M and bringing the position to 41,942 shares worth $12.6M. The position accounts for 0.08% of the portfolio, ranked #201.

Congress Asset Management first reported a position in WINA in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.6M in Q2 2026. 8 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

  • Congress Asset Management held 41,942 shares of Winmark worth $12.6M as of Q3 2026.
  • Congress Asset Management bought 7,361 Winmark shares in Q3 2026, an estimated $2.52M.
  • Winmark made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #201 holding.
  • Congress Asset Management first reported a position in Winmark in Q1 2024 and has held it in 11 quarters since.
  • Congress Asset Management's Winmark position peaked at $14.6M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.