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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
Q2 		– Sell
-8,588
Closed -$3.67M – 1528
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 $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

Kingsview Wealth Management's WINA Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Winmark (WINA) in Q2 2026, closing a stake of 8,588 shares — an estimated $3.67M sold.

Kingsview Wealth Management first reported a position in WINA in Q3 2025 and held it in 2 quarters. The position peaked at $4.75M in Q3 2025. 217 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Winmark position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,588 Winmark shares in Q2 2026, an estimated $3.67M.
  • Kingsview Wealth Management first reported a position in Winmark in Q3 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Winmark position peaked at $4.75M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.