Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Winnebago Industries WGO Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-7,775
Closed -$260K – 1338
2025
Q3 		$260K Buy
7,775
+707
+10% +$23.3K ﹤0.01% 1251
2025
Q2 		$205K Buy
7,068
+28
+0.4% +$918 ﹤0.01% 1276
2025
Q1 		$243K Buy
+7,040
New +$298K ﹤0.01% 1114

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UBS Group
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kovitz Investment Group Partners's WGO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 7,775 shares — an estimated $260K sold.

Kovitz Investment Group Partners first reported a position in WGO in Q1 2025 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 251 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,775 Winnebago Industries shares in Q4 2025, an estimated $260K.
  • Kovitz Investment Group Partners first reported a position in Winnebago Industries in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Winnebago Industries position peaked at $260K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.