Parallel Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Parallel Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$753	Hold	300	–	–	﹤0.01%	3736
2026 Q1	$771	Hold	300	–	–	﹤0.01%	3582
2025 Q4	$915	Hold	300	–	–	﹤0.01%	3313
2025 Q3	$1.08K	Hold	300	–	–	﹤0.01%	3202
2025 Q2	$1.66K	Hold	300	–	–	﹤0.01%	3084
2025 Q1	$1.78K	Hold	300	–	–	﹤0.01%	3006
2024 Q4	$1K	Hold	300	–	–	﹤0.01%	3110
2024 Q3	$1.04K	Hold	300	–	–	﹤0.01%	3025
2024 Q2	$1.18K	Hold	300	–	–	﹤0.01%	2920
2024 Q1	$1.5K	Hold	300	–	–	﹤0.01%	2864
2023 Q4	$1.59K	Hold	300	–	–	﹤0.01%	2858
2023 Q3	$1.76K	Hold	300	–	–	﹤0.01%	2862
2023 Q2	$1.73K	Hold	300	–	–	﹤0.01%	2793
2023 Q1	$1.85K	Hold	300	–	–	﹤0.01%	2799
2022 Q4	$1.8K	Hold	300	–	–	﹤0.01%	2721
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	2784
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	2658
2022 Q1	$3K	Hold	300	–	–	﹤0.01%	2520
2021 Q4	$3K	Hold	300	–	–	﹤0.01%	2630
2021 Q3	$4K	Hold	300	–	–	﹤0.01%	2508
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	2405
2021 Q1	$3K	Hold	300	–	–	﹤0.01%	2418
2020 Q4	$2K	Buy	300 +100	+50%	+$638	﹤0.01%	2365
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	2507
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	2385
2020 Q1	$0	Hold	200	–	–	﹤0.01%	2679
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	2365
2019 Q3	$1K	Hold	200	–	–	﹤0.01%	2338
2019 Q2	$1K	Hold	200	–	–	﹤0.01%	2257
2019 Q1	$1K	Hold	200	–	–	﹤0.01%	2232
2018 Q4	$1K	Hold	200	–	–	﹤0.01%	2066
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	2063
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	2028
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	1895
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	1904
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	1909
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	1914
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	1809
2016 Q4	$2K	Buy	+200	New	+$1.62K	﹤0.01%	1656

Other funds holding WVVI

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

SFG

Strive Financial Group Carmel, Indiana $231M AUM

Parallel Advisors's WVVI Position: Q2 2026 in Review

Parallel Advisors held its Willamette Valley Vineyards (WVVI) position steady in Q2 2026 at 300 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Parallel Advisors first reported a position in WVVI in Q4 2016 and has held it in 39 quarters since. The position peaked at $4K in Q3 2021. 10 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Parallel Advisors held 300 shares of Willamette Valley Vineyards worth $753 as of Q2 2026.
Parallel Advisors left its Willamette Valley Vineyards share count unchanged in Q2 2026.
Willamette Valley Vineyards made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3736 holding.
Parallel Advisors first reported a position in Willamette Valley Vineyards in Q4 2016 and has held it in 39 quarters since.
Parallel Advisors's Willamette Valley Vineyards position peaked at $4K in Q3 2021.
10 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.