Corient Private Wealth
WGO icon

Corient Private Wealth’s Winnebago Industries WGO Stock Holding History

Corient Private Wealth’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
2025
Q1 		– Sell
-6,423
Closed -$307K – 2456
2024
Q4 		$307K Sell
6,423
-12
-0.2% -$680 ﹤0.01% 1878
2024
Q3 		$374K Sell
6,435
-159
-2% -$9.11K ﹤0.01% 1902
2024
Q2 		$357K Sell
6,594
-25
-0.4% -$1.54K ﹤0.01% 1813
2024
Q1 		$490K Sell
6,619
-14
-0.2% -$952 ﹤0.01% 1635
2023
Q4 		$483K Sell
6,633
-70
-1% -$4.49K ﹤0.01% 1622
2023
Q3 		$398K Buy
6,703
+70
+1% +$4.54K ﹤0.01% 1610
2023
Q2 		$442K Sell
6,633
-3
-0% -$179 ﹤0.01% 1511
2023
Q1 		$383K Buy
6,636
+1,633
+33% +$99.7K ﹤0.01% 1487
2022
Q4 		$264K Buy
+5,003
New +$285K ﹤0.01% 1383

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's WGO Position: Q1 2025 in Review

Corient Private Wealth sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 6,423 shares — an estimated $307K sold.

Corient Private Wealth first reported a position in WGO in Q4 2022 and held it in 9 quarters. The position peaked at $490K in Q1 2024. 258 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

  • Corient Private Wealth reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 6,423 Winnebago Industries shares in Q1 2025, an estimated $307K.
  • Corient Private Wealth first reported a position in Winnebago Industries in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Winnebago Industries position peaked at $490K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.