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Hudson Portfolio Management’s Winnebago Industries WGO Stock Holding History

Hudson Portfolio Management’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 		$242K Hold
7,745
– – 0.18% 107
2026
Q1 		$240K Hold
7,745
– – 0.2% 101
2025
Q4 		$314K Hold
7,745
– – 0.27% 90
2025
Q3 		$259K Sell
7,745
-2,600
-25% -$85.8K 0.23% 95
2025
Q2 		$300K Sell
10,345
-135
-1% -$4.43K 0.28% 91
2025
Q1 		$361K Sell
10,480
-60
-0.6% -$2.54K 0.35% 82
2024
Q4 		$504K Sell
10,540
-150
-1% -$8.5K 0.49% 66
2024
Q3 		$621K Buy
+10,690
New +$612K 0.61% 57
2023
Q4 		$790K Sell
10,840
-136
-1% -$8.73K 0.86% 42
2023
Q3 		$653K Buy
10,976
+450
+4% +$29.2K 0.74% 45
2023
Q2 		$702K Buy
10,526
+20
+0.2% +$1.19K 0.76% 48
2023
Q1 		$606K Buy
10,506
+940
+10% +$57.4K 0.68% 51
2022
Q4 		$504K Hold
9,566
– – 0.56% 61
2022
Q3 		$509K Buy
9,566
+410
+4% +$23.8K 0.6% 55
2022
Q2 		$445K Buy
+9,156
New +$473K 0.46% 64

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

Hudson Portfolio Management's WGO Position: Q2 2026 in Review

Hudson Portfolio Management held its Winnebago Industries (WGO) position steady in Q2 2026 at 7,745 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #107.

Hudson Portfolio Management first reported a position in WGO in Q2 2022 and has held it in 15 quarters since. The position peaked at $790K in Q4 2023. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Hudson Portfolio Management held 7,745 shares of Winnebago Industries worth $242K as of Q2 2026.
  • Hudson Portfolio Management left its Winnebago Industries share count unchanged in Q2 2026.
  • Winnebago Industries made up 0.18% of Hudson Portfolio Management's portfolio in Q2 2026, its #107 holding.
  • Hudson Portfolio Management first reported a position in Winnebago Industries in Q2 2022 and has held it in 15 quarters since.
  • Hudson Portfolio Management's Winnebago Industries position peaked at $790K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.