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EverSource Wealth Advisors’s Winnebago Industries WGO Stock Holding History

EverSource Wealth Advisors’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
Q2 		$4.81K Buy
154
+6
+4% +$183 ﹤0.01% 3296
2026
Q1 		$4.59K Buy
148
+70
+90% +$2.92K ﹤0.01% 3308
2025
Q4 		$3.16K Sell
78
-531
-87% -$19.4K ﹤0.01% 3320
2025
Q3 		$20.4K Sell
609
-229
-27% -$7.55K ﹤0.01% 2338
2025
Q2 		$24.3K Buy
838
+400
+91% +$13.1K ﹤0.01% 2151
2025
Q1 		$15.1K Buy
438
+311
+245% +$13.2K ﹤0.01% 1857
2024
Q4 		$6.07K Sell
127
-122
-49% -$6.91K ﹤0.01% 2255
2024
Q3 		$14.5K Sell
249
-44
-15% -$2.52K ﹤0.01% 1658
2024
Q2 		$18.3K Buy
293
+136
+87% +$8.38K ﹤0.01% 1548
2024
Q1 		$9.67K Buy
157
+100
+175% +$6.8K ﹤0.01% 1703
2023
Q4 		$4.15K Hold
57
– – ﹤0.01% 1928
2023
Q3 		$3.39K Hold
57
– – ﹤0.01% 1846
2023
Q2 		$3.8K Hold
57
– – ﹤0.01% 1836
2023
Q1 		$3.29K Sell
57
-32
-36% -$1.95K ﹤0.01% 1780
2022
Q4 		$4.69K Hold
89
– – ﹤0.01% 1630
2022
Q3 		$5K Buy
89
+32
+56% +$1.86K ﹤0.01% 1405
2022
Q2 		$3K Buy
+57
New +$2.95K ﹤0.01% 1446
2022
Q1 		– Sell
-158
Closed -$12K – 1866
2021
Q4 		$12K Buy
+158
New +$11.4K ﹤0.01% 910

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's WGO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Winnebago Industries (WGO) stake by 4.1% in Q2 2026, buying an estimated $183 and bringing the position to 154 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

EverSource Wealth Advisors first reported a position in WGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.3K in Q2 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • EverSource Wealth Advisors held 154 shares of Winnebago Industries worth $4.81K as of Q2 2026.
  • EverSource Wealth Advisors bought 6 Winnebago Industries shares in Q2 2026, an estimated $183.
  • Winnebago Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3296 holding.
  • EverSource Wealth Advisors first reported a position in Winnebago Industries in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Winnebago Industries position peaked at $24.3K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.