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Kingsview Wealth Management’s Winmark WINA Stock Holding History

Kingsview Wealth Management’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
Q1 		$3.67M Buy
+8,588
New +$3.79M 0.05% 370
2025
Q4 		– Sell
-9,550
Closed -$4.75M – 1328
2025
Q3 		$4.75M Buy
+9,550
New +$4.1M 0.07% 277

Other funds holding WINA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kingsview Wealth Management's WINA Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in Winmark (WINA) in Q1 2026: 8,588 shares worth $3.67M. The stake represents 0.05% of the portfolio and ranks #370 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in WINA as recently as Q3 2025.

Kingsview Wealth Management first reported a position in WINA in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.75M in Q3 2025. 230 funds tracked by Wall St. Rank hold WINA as of Q1 2026.

  • Kingsview Wealth Management held 8,588 shares of Winmark worth $3.67M as of Q1 2026.
  • Winmark was a new Kingsview Wealth Management position in Q1 2026.
  • Winmark made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Kingsview Wealth Management first reported a position in Winmark in Q3 2025 and has held it in 2 quarters since.
  • Kingsview Wealth Management's Winmark position peaked at $4.75M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Winmark as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.