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Integrated Wealth Concepts’s Winmark WINA Stock Holding History

Integrated Wealth Concepts’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 		$45.8K Buy
+109
New +$42.6K ﹤0.01% 3443

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

Integrated Wealth Concepts's WINA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Winmark (WINA) in Q2 2026: 109 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #3443 among its holdings.

216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Integrated Wealth Concepts held 109 shares of Winmark worth $45.8K as of Q2 2026.
  • Winmark was a new Integrated Wealth Concepts position in Q2 2026.
  • Winmark made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3443 holding.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.