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NewEdge Advisors’s Winnebago Industries WGO Stock Holding History

NewEdge Advisors’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
-150
Closed -$5.02K – 4390
2025
Q3 		$5.02K Hold
150
– – ﹤0.01% 3535
2025
Q2 		$4.35K Hold
150
– – ﹤0.01% 3442
2025
Q1 		$5.17K Hold
150
– – ﹤0.01% 3289
2024
Q4 		$7.17K Hold
150
– – ﹤0.01% 3128
2024
Q3 		$8.72K Hold
150
– – ﹤0.01% 2986
2024
Q2 		$8.13K Buy
+150
New +$9.24K ﹤0.01% 2935

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NewEdge Advisors's WGO Position: Q4 2025 in Review

NewEdge Advisors sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 150 shares — an estimated $5.02K sold.

NewEdge Advisors first reported a position in WGO in Q2 2024 and held it in 6 quarters. The position peaked at $8.72K in Q3 2024. 251 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • NewEdge Advisors reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 150 Winnebago Industries shares in Q4 2025, an estimated $5.02K.
  • NewEdge Advisors first reported a position in Winnebago Industries in Q2 2024 and held it in 6 quarters.
  • NewEdge Advisors's Winnebago Industries position peaked at $8.72K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.