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IFP Advisors’s Winmark WINA Stock Holding History

IFP 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 		$846 Sell
2
-5
-71% -$1.96K ﹤0.01% 4551
2026
Q1 		$2.99K Sell
7
-12
-63% -$5.29K ﹤0.01% 3798
2025
Q4 		$7.69K Buy
19
+8
+73% +$3.42K ﹤0.01% 3202
2025
Q3 		$5.47K Hold
11
– – ﹤0.01% 3205
2025
Q2 		$4.15K Buy
+11
New +$4.25K ﹤0.01% 3510
2023
Q1 		– Sell
-1
Closed -$14K – 4444
2022
Q4 		$14K Hold
1
– – ﹤0.01% 3182
2022
Q3 		$14K Hold
1
– – ﹤0.01% 3419
2022
Q2 		$14K Hold
1
– – ﹤0.01% 3169
2022
Q1 		$14K Buy
+1
New +$225 ﹤0.01% 3169

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

IFP Advisors's WINA Position: Q2 2026 in Review

IFP Advisors reduced its Winmark (WINA) stake by 71% in Q2 2026, selling an estimated $1.96K and leaving 2 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #4551.

IFP Advisors first reported a position in WINA in Q1 2022 and has held it in 9 quarters since. The position peaked at $14K in Q4 2022. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • IFP Advisors held 2 shares of Winmark worth $846 as of Q2 2026.
  • IFP Advisors sold 5 Winmark shares in Q2 2026, an estimated $1.96K.
  • Winmark made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4551 holding.
  • IFP Advisors first reported a position in Winmark in Q1 2022 and has held it in 9 quarters since.
  • IFP Advisors's Winmark position peaked at $14K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.