EverSource Wealth Advisors’s Winmark WINA Stock Holding History

EverSource Wealth Advisors’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	$8.46K	Buy	20 +9	+82%	+$3.52K	﹤0.01%	3000
2026 Q1	$4.7K	Buy	11 +1	+10%	+$441	﹤0.01%	3294
2025 Q4	$4.05K	Sell	10 -30	-75%	-$12.8K	﹤0.01%	3203
2025 Q3	$19.9K	Hold	40	–	–	﹤0.01%	2357
2025 Q2	$15.1K	Buy	40 +36	+900%	+$13.9K	﹤0.01%	2514
2025 Q1	$1.27K	Buy	4 +2	+100%	+$712	﹤0.01%	3141
2024 Q4	$786	Buy	+2	New	+$786	﹤0.01%	3045
2024 Q1	–	Sell	-3	Closed	-$1.25K	–	3003
2023 Q4	$1.25K	Buy	+3	New	+$1.26K	﹤0.01%	2322
2023 Q3	–	Sell	-3	Closed	-$997	–	2675
2023 Q2	$997	Buy	+3	New	+$1.02K	﹤0.01%	2229

Other funds holding WINA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Winmark (WINA) stake by 82% in Q2 2026, buying an estimated $3.52K and bringing the position to 20 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

EverSource Wealth Advisors first reported a position in WINA in Q2 2023 and has held it in 9 quarters since. The position peaked at $19.9K in Q3 2025. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

EverSource Wealth Advisors held 20 shares of Winmark worth $8.46K as of Q2 2026.
EverSource Wealth Advisors bought 9 Winmark shares in Q2 2026, an estimated $3.52K.
Winmark made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3000 holding.
EverSource Wealth Advisors first reported a position in Winmark in Q2 2023 and has held it in 9 quarters since.
EverSource Wealth Advisors's Winmark position peaked at $19.9K in Q3 2025.
216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

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