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Inspire Investing’s Winmark WINA Stock Holding History

Inspire Investing’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 		$687K Buy
1,624
+432
+36% +$169K 0.03% 561
2026
Q1 		$510K Buy
1,192
+36
+3% +$15.9K 0.03% 817
2025
Q4 		$468K Buy
1,156
+259
+29% +$111K 0.04% 485
2025
Q3 		$447K Buy
+897
New +$385K 0.04% 732

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

Inspire Investing's WINA Position: Q2 2026 in Review

Inspire Investing increased its Winmark (WINA) stake by 36% in Q2 2026, buying an estimated $169K and bringing the position to 1,624 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #561.

Inspire Investing first reported a position in WINA in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Inspire Investing held 1,624 shares of Winmark worth $687K as of Q2 2026.
  • Inspire Investing bought 432 Winmark shares in Q2 2026, an estimated $169K.
  • Winmark made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #561 holding.
  • Inspire Investing first reported a position in Winmark in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.