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Essex Investment Management’s Winnebago Industries WGO Stock Holding History

Essex Investment Management’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 		– Sell
-109,490
Closed -$4.44M – 331
2025
Q4 		$4.44M Buy
+109,490
New +$3.99M 0.68% 50

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
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

Essex Investment Management's WGO Position: Q1 2026 in Review

Essex Investment Management sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 109,490 shares — an estimated $4.44M sold.

Essex Investment Management first reported a position in WGO in Q4 2025 and held it in 1 quarter. The position peaked at $4.44M in Q4 2025. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Essex Investment Management reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
  • Essex Investment Management sold 109,490 Winnebago Industries shares in Q1 2026, an estimated $4.44M.
  • Essex Investment Management first reported a position in Winnebago Industries in Q4 2025 and held it in 1 quarter.
  • Essex Investment Management's Winnebago Industries position peaked at $4.44M in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.