Lodestone Wealth Management
WGO icon

Lodestone Wealth Management’s Winnebago Industries WGO Stock Holding History

Lodestone Wealth Management’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
Q3 		$1.23K Buy
47
+1
+2% +$30 ﹤0.01% 739
2026
Q2 		$1.44K Buy
46
+1
+2% +$31 ﹤0.01% 711
2026
Q1 		$1.4K Hold
45
– – ﹤0.01% 697
2025
Q4 		$1.82K Buy
+45
New +$1.64K ﹤0.01% 686

Other funds holding WGO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lodestone Wealth Management's WGO Position: Q3 2026 in Review

Lodestone Wealth Management increased its Winnebago Industries (WGO) stake by 2.2% in Q3 2026, buying an estimated $30 and bringing the position to 47 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Lodestone Wealth Management first reported a position in WGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.82K in Q4 2025. 124 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

  • Lodestone Wealth Management held 47 shares of Winnebago Industries worth $1.23K as of Q3 2026.
  • Lodestone Wealth Management bought 1 Winnebago Industries share in Q3 2026, an estimated $30.
  • Winnebago Industries made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #739 holding.
  • Lodestone Wealth Management first reported a position in Winnebago Industries in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Winnebago Industries position peaked at $1.82K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.