MGIA
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Moneta Group Investment Advisors’s Wingstop WING Stock Holding History

Moneta Group Investment Advisors’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
6,841
+21
+0.3% +$5.05K 0.01% 350
2025
Q4 		$1.63M Buy
6,820
+32
+0.5% +$7.93K 0.01% 290
2025
Q3 		$1.71M Sell
6,788
-1
-0% -$311 0.01% 278
2025
Q2 		$2.29M Buy
6,789
+341
+5% +$101K 0.03% 216
2025
Q1 		$1.45M Hold
6,448
– – 0.02% 242
2024
Q4 		$1.83M Hold
6,448
– – 0.03% 219
2024
Q3 		$2.68M Buy
6,448
+554
+9% +$215K 0.04% 172
2024
Q2 		$2.49M Sell
5,894
-16
-0.3% -$6.15K 0.04% 173
2024
Q1 		$2.17M Buy
5,910
+17
+0.3% +$5.29K 0.04% 183
2023
Q4 		$1.51M Buy
5,893
+16
+0.3% +$3.46K 0.03% 194
2023
Q3 		$1.06M Buy
+5,877
New +$1.02M 0.02% 215

Other funds holding WING

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return