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Hemington Wealth Management’s Winmark WINA Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$3K Sell
7
-1
-13% -$429 ﹤0.01% 1296
2025
Q2 		$3K Hold
8
– – ﹤0.01% 1270
2025
Q1 		$2K Hold
8
– – ﹤0.01% 1347
2024
Q4 		$3K Hold
8
– – ﹤0.01% 1217
2024
Q3 		$2K Buy
+8
New +$2.98K ﹤0.01% 1255

Other funds holding WINA

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Hemington Wealth Management's WINA Position: Q3 2025 in Review

Hemington Wealth Management reduced its Winmark (WINA) stake by 13% in Q3 2025, selling an estimated $429 and leaving 7 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Hemington Wealth Management first reported a position in WINA in Q3 2024 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold WINA as of Q3 2025.

  • Hemington Wealth Management held 7 shares of Winmark worth $3K as of Q3 2025.
  • Hemington Wealth Management sold 1 Winmark share in Q3 2025, an estimated $429.
  • Winmark made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1296 holding.
  • Hemington Wealth Management first reported a position in Winmark in Q3 2024 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Winmark as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.