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Global Retirement Partners’s Winmark WINA Stock Holding History

Global Retirement Partners’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 		$34.7K Buy
+82
New +$32.1K ﹤0.01% 2746
2025
Q4 		$76.9K Buy
190
+138
+265% +$59K ﹤0.01% 2073
2025
Q3 		$25.9K Sell
52
-9
-15% -$3.86K ﹤0.01% 2272
2025
Q2 		$23K Buy
+61
New +$23.6K ﹤0.01% 2216
2024
Q4 		$23.2K Buy
59
+29
+97% +$11.4K ﹤0.01% 2012
2024
Q3 		$11.5K Buy
30
+29
+2,900% +$10.8K ﹤0.01% 2237
2024
Q2 		$353 Buy
+1
New +$357 ﹤0.01% 3353

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Global Retirement Partners's WINA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Winmark (WINA) in Q2 2026: 82 shares worth $34.7K. The stake represents ﹤0.01% of the portfolio and ranks #2746 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WINA as recently as Q4 2025.

Global Retirement Partners first reported a position in WINA in Q2 2024 and has held it in 7 quarters since. The position peaked at $76.9K in Q4 2025. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Global Retirement Partners held 82 shares of Winmark worth $34.7K as of Q2 2026.
  • Winmark was a new Global Retirement Partners position in Q2 2026.
  • Winmark made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2746 holding.
  • Global Retirement Partners first reported a position in Winmark in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Winmark position peaked at $76.9K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.