Key Financial Inc’s Winnebago Industries WGO Stock Holding History

Key Financial Inc’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 Q1	$21.7K	Hold	699	–	–	﹤0.01%	710
2025 Q4	$28.3K	Sell	699 -1	-0.1%	-$36	0.01%	649
2025 Q3	$23.6K	Hold	700	–	–	﹤0.01%	676
2025 Q2	$20.3K	Hold	700	–	–	﹤0.01%	692
2025 Q1	$24.1K	Hold	700	–	–	0.01%	623
2024 Q4	$33.4K	Hold	700	–	–	0.01%	548
2024 Q3	$40.7K	Hold	700	–	–	0.01%	512
2024 Q2	$37.9K	Hold	700	–	–	0.01%	515
2024 Q1	$51.8K	Hold	700	–	–	0.01%	432
2023 Q4	$51K	Hold	700	–	–	0.01%	424
2023 Q3	$41.6K	Hold	700	–	–	0.01%	435
2023 Q2	$46.7K	Hold	700	–	–	0.02%	418
2023 Q1	$40.4K	Hold	700	–	–	0.01%	423
2022 Q4	$37.2K	Hold	700	–	–	0.02%	404
2022 Q3	$37K	Hold	700	–	–	0.02%	411
2022 Q2	$34K	Hold	700	–	–	0.02%	426
2022 Q1	$38K	Hold	700	–	–	0.02%	397
2021 Q4	$52K	Hold	700	–	–	0.03%	348
2021 Q3	$51K	Hold	700	–	–	0.03%	343
2021 Q2	$50K	Buy	700 +699	+69,900%	+$51.6K	0.03%	356
2021 Q1	$0	Hold	1	–	–	﹤0.01%	807
2020 Q4	$0	Buy	+1	New	+$55	﹤0.01%	744
2020 Q2	–	Sell	-1	Closed	–	–	646
2020 Q1	$0	Buy	+1	New	+$48	﹤0.01%	725

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's WGO Position: Q1 2026 in Review

Key Financial Inc held its Winnebago Industries (WGO) position steady in Q1 2026 at 699 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Key Financial Inc first reported a position in WGO in Q1 2020 and has held it in 23 quarters since. The position peaked at $52K in Q4 2021. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

Key Financial Inc held 699 shares of Winnebago Industries worth $21.7K as of Q1 2026.
Key Financial Inc left its Winnebago Industries share count unchanged in Q1 2026.
Winnebago Industries made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #710 holding.
Key Financial Inc first reported a position in Winnebago Industries in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Winnebago Industries position peaked at $52K in Q4 2021.
255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.