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Everhart Financial Group’s Wingstop WING Stock Holding History

Everhart Financial Group’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,157
Closed -$276K – 489
2025
Q4 		$276K Sell
1,157
-1
-0.1% -$248 0.03% 343
2025
Q3 		$291K Sell
1,158
-1
-0.1% -$311 0.03% 318
2025
Q2 		$390K Sell
1,159
-498
-30% -$147K 0.05% 258
2025
Q1 		$374K Sell
1,657
-469
-22% -$122K 0.05% 249
2024
Q4 		$604K Sell
2,126
-469
-18% -$159K 0.12% 160
2024
Q3 		$1.08M Sell
2,595
-100
-4% -$38.9K 0.24% 92
2024
Q2 		$1.14M Sell
2,695
-18
-0.7% -$6.92K 0.3% 63
2024
Q1 		$994K Buy
+2,713
New +$844K 0.29% 70

Other funds holding WING

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Everhart Financial Group's WING Position: Q1 2026 in Review

Everhart Financial Group sold out of Wingstop (WING) in Q1 2026, closing a stake of 1,157 shares — an estimated $276K sold.

Everhart Financial Group first reported a position in WING in Q1 2024 and held it in 8 quarters. The position peaked at $1.14M in Q2 2024. 399 funds tracked by Wall St. Rank hold WING as of Q1 2026.

  • Everhart Financial Group reported no remaining Wingstop position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,157 Wingstop shares in Q1 2026, an estimated $276K.
  • Everhart Financial Group first reported a position in Wingstop in Q1 2024 and held it in 8 quarters.
  • Everhart Financial Group's Wingstop position peaked at $1.14M in Q2 2024.
  • 399 funds tracked by Wall St. Rank held Wingstop as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.