Legacy Wealth Asset Management’s Winmark WINA Stock Holding History

Legacy Wealth Asset 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	$295K	Buy	+697	New	+$273K	0.06%	321
2025 Q2	–	Sell	-937	Closed	-$298K	–	362
2025 Q1	$298K	Buy	+937	New	+$334K	0.08%	304

Other funds holding WINA

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return