Cornerstone Planning Group
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Cornerstone Planning Group’s Winnebago Industries WGO Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-8
Closed -$249 – 1712
2026
Q2 		$249 Hold
8
– – ﹤0.01% 1787
2026
Q1 		$248 Buy
+8
New +$333 ﹤0.01% 1756
2025
Q1 		– Sell
-12
Closed -$583 – 1694
2024
Q4 		$583 Sell
12
-24
-67% -$1.36K ﹤0.01% 1088
2024
Q3 		$2.07K Buy
36
+19
+112% +$1.09K ﹤0.01% 764
2024
Q2 		$962 Buy
+17
New +$1.05K ﹤0.01% 948

Other funds holding WGO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cornerstone Planning Group's WGO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Winnebago Industries (WGO) in Q3 2026, closing a stake of 8 shares — an estimated $249 sold.

Cornerstone Planning Group first reported a position in WGO in Q2 2024 and held it in 5 quarters. The position peaked at $2.07K in Q3 2024. 105 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Winnebago Industries position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Winnebago Industries shares in Q3 2026, an estimated $249.
  • Cornerstone Planning Group first reported a position in Winnebago Industries in Q2 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Winnebago Industries position peaked at $2.07K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.