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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lodestone Wealth Management's WGO Position: Q2 2026 in Review

Lodestone Wealth Management increased its Winnebago Industries (WGO) stake by 2.2% in Q2 2026, buying an estimated $31 and bringing the position to 46 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Lodestone Wealth Management first reported a position in WGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82K in Q4 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Lodestone Wealth Management held 46 shares of Winnebago Industries worth $1.44K as of Q2 2026.
  • Lodestone Wealth Management bought 1 Winnebago Industries share in Q2 2026, an estimated $31.
  • Winnebago Industries made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #711 holding.
  • Lodestone Wealth Management first reported a position in Winnebago Industries in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Winnebago Industries position peaked at $1.82K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.