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Cornerstone Planning Group’s Winmark WINA Stock Holding History

Cornerstone Planning Group’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
Q2 		$7.06K Sell
20
-1
-5% -$391 ﹤0.01% 998
2026
Q1 		$7.45K Buy
21
+1
+5% +$441 ﹤0.01% 984
2025
Q4 		$9.2K Sell
20
-53
-73% -$22.7K ﹤0.01% 822
2025
Q3 		$3.35K Buy
+73
New +$31.3K ﹤0.01% 1047
2025
Q2 		– Sell
-8
Closed -$2.87K – 1702
2025
Q1 		$2.87K Buy
+8
New +$2.85K ﹤0.01% 892

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Cornerstone Planning Group's WINA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Winmark (WINA) stake by 4.8% in Q2 2026, selling an estimated $391 and leaving 20 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Cornerstone Planning Group first reported a position in WINA in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.2K in Q4 2025. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Cornerstone Planning Group held 20 shares of Winmark worth $7.06K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Winmark share in Q2 2026, an estimated $391.
  • Winmark made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #998 holding.
  • Cornerstone Planning Group first reported a position in Winmark in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Winmark position peaked at $9.2K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.