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Oxford Financial Group’s Winnebago Industries WGO Stock Holding History

Oxford Financial Group’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
Q1 		$331K Sell
10,668
-50
-0.5% -$2.08K 0.02% 205
2025
Q4 		$434K Buy
10,718
+50
+0.5% +$1.82K 0.02% 157
2025
Q3 		$357K Hold
10,668
– – 0.02% 169
2025
Q2 		$309K Buy
10,668
+2,591
+32% +$84.9K 0.02% 169
2025
Q1 		$278K Buy
8,077
+2
+0% +$85 0.02% 183
2024
Q4 		$386K Sell
8,075
-2
-0% -$113 0.03% 176
2024
Q3 		$469K Hold
8,077
– – 0.03% 149
2024
Q2 		$438K Sell
8,077
-340,248
-98% -$21M 0.03% 166
2024
Q1 		$25.8M Sell
348,325
-35,000
-9% -$2.38M 1.79% 12
2023
Q4 		$27.9M Sell
383,325
-96,384
-20% -$6.19M 2.05% 10
2023
Q3 		$28.5M Sell
479,709
-46,880
-9% -$3.04M 2.46% 9
2023
Q2 		$35.1M Sell
526,589
-125,250
-19% -$7.47M 3.34% 8
2023
Q1 		$37.6M Sell
651,839
-96,000
-13% -$5.86M 4.22% 8
2022
Q4 		$39.4M Sell
747,839
-36,936
-5% -$2.1M 4.59% 7
2022
Q3 		$41.8M Sell
784,775
-75,606
-9% -$4.39M 6.28% 4
2022
Q2 		$41.8M Hold
860,381
– – 6.16% 4
2022
Q1 		$46.5M Sell
860,381
-28,076
-3% -$1.81M 5.9% 4
2021
Q4 		$66.6M Buy
888,457
+397,122
+81% +$28.6M 7.48% 4
2021
Q3 		$35.6M Buy
+491,335
New +$34.3M 4.54% 7

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's WGO Position: Q1 2026 in Review

Oxford Financial Group reduced its Winnebago Industries (WGO) stake by 0.47% in Q1 2026, selling an estimated $2.08K and leaving 10,668 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #205.

Oxford Financial Group first reported a position in WGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $66.6M in Q4 2021. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Oxford Financial Group held 10,668 shares of Winnebago Industries worth $331K as of Q1 2026.
  • Oxford Financial Group sold 50 Winnebago Industries shares in Q1 2026, an estimated $2.08K.
  • Winnebago Industries made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #205 holding.
  • Oxford Financial Group first reported a position in Winnebago Industries in Q3 2021 and has held it in 19 quarters since.
  • Oxford Financial Group's Winnebago Industries position peaked at $66.6M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.