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Physician Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Physician Wealth 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
2026
Q2 		– Sell
-31
Closed -$961 – 2465
2026
Q1 		$961 Hold
31
– – ﹤0.01% 1714
2025
Q4 		$1.26K Hold
31
– – ﹤0.01% 1502
2025
Q3 		$1.04K Hold
31
– – ﹤0.01% 1552
2025
Q2 		$899 Buy
+31
New +$1.02K ﹤0.01% 1501

Other funds holding WGO

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Physician Wealth Advisors's WGO Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Winnebago Industries (WGO) in Q2 2026, closing a stake of 31 shares — an estimated $961 sold.

Physician Wealth Advisors first reported a position in WGO in Q2 2025 and held it in 4 quarters. The position peaked at $1.26K in Q4 2025. 53 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Winnebago Industries position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 31 Winnebago Industries shares in Q2 2026, an estimated $961.
  • Physician Wealth Advisors first reported a position in Winnebago Industries in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Winnebago Industries position peaked at $1.26K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.