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Pinnacle Wealth Planning Services’s Winnebago Industries WGO Stock Holding History

Pinnacle Wealth Planning Services’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 		$33.1K Sell
1,069
-93
-8% -$3.87K ﹤0.01% 1433
2025
Q4 		$47.1K Buy
+1,162
New +$42.4K ﹤0.01% 1237
2021
Q1 		– Sell
-14
Closed -$1K – 1940
2020
Q4 		$1K Buy
+14
New +$764 ﹤0.01% 2198

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

Pinnacle Wealth Planning Services's WGO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Winnebago Industries (WGO) stake by 8% in Q1 2026, selling an estimated $3.87K and leaving 1,069 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Pinnacle Wealth Planning Services first reported a position in WGO in Q4 2020 and has held it in 3 quarters since. The position peaked at $47.1K in Q4 2025. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,069 shares of Winnebago Industries worth $33.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 93 Winnebago Industries shares in Q1 2026, an estimated $3.87K.
  • Winnebago Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1433 holding.
  • Pinnacle Wealth Planning Services first reported a position in Winnebago Industries in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Winnebago Industries position peaked at $47.1K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.