Inspire Investing
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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
Q3 		$637K Buy
2,122
+498
+31% +$171K 0.03% 653
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 		$446K Buy
+897
New +$385K 0.04% 732

Other funds holding WINA

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Inspire Investing's WINA Position: Q3 2026 in Review

Inspire Investing increased its Winmark (WINA) stake by 31% in Q3 2026, buying an estimated $171K and bringing the position to 2,122 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #653.

Inspire Investing first reported a position in WINA in Q3 2025 and has held it in 5 quarters since. The position peaked at $687K in Q2 2026. 104 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

  • Inspire Investing held 2,122 shares of Winmark worth $637K as of Q3 2026.
  • Inspire Investing bought 498 Winmark shares in Q3 2026, an estimated $171K.
  • Winmark made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #653 holding.
  • Inspire Investing first reported a position in Winmark in Q3 2025 and has held it in 5 quarters since.
  • Inspire Investing's Winmark position peaked at $687K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.