Covestor’s Winnebago Industries WGO Stock Holding History

Covestor’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 Q1	$5K	Buy	174 +171	+5,700%	+$7.12K	﹤0.01%	1843
2025 Q4	$0	Sell	3 -5	-63%	-$182	﹤0.01%	2810
2025 Q3	$0	Buy	8 +5	+167%	+$165	﹤0.01%	2855
2025 Q2	$0	Sell	3 -9	-75%	-$295	﹤0.01%	2823
2025 Q1	$0	Sell	12 -9	-43%	-$382	﹤0.01%	2793
2024 Q4	$1K	Buy	21 +5	+31%	+$283	﹤0.01%	2157
2024 Q3	$1K	Buy	16 +12	+300%	+$687	﹤0.01%	2124
2024 Q2	$0	Sell	4 -160	-98%	-$9.86K	﹤0.01%	2827
2024 Q1	$12K	Hold	164	–	–	0.01%	1480
2023 Q4	$12K	Buy	164 +32	+24%	+$2.05K	0.01%	1451
2023 Q3	$8K	Sell	132 -13	-9%	-$843	0.01%	1588
2023 Q2	$10K	Buy	145 +90	+164%	+$5.37K	0.01%	1469
2023 Q1	$3K	Buy	55 +35	+175%	+$2.14K	﹤0.01%	1721
2022 Q4	$1K	Sell	20 -35	-64%	-$1.99K	﹤0.01%	1960
2022 Q3	$3K	Sell	55 -3	-5%	-$174	﹤0.01%	1659
2022 Q2	$3K	Buy	58 +27	+87%	+$1.4K	﹤0.01%	1570
2022 Q1	$2K	Buy	31 +23	+288%	+$1.49K	﹤0.01%	1703
2021 Q4	$1K	Buy	+8	New	+$576	﹤0.01%	1987

Other funds holding WGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return