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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
Q2 		$2.12K Sell
68
-1,001
-94% -$30.5K ﹤0.01% 2464
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 $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's WGO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Winnebago Industries (WGO) stake by 94% in Q2 2026, selling an estimated $30.5K and leaving 68 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Pinnacle Wealth Planning Services first reported a position in WGO in Q4 2020 and has held it in 4 quarters since. The position peaked at $47.1K in Q4 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 68 shares of Winnebago Industries worth $2.12K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,001 Winnebago Industries shares in Q2 2026, an estimated $30.5K.
  • Winnebago Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2464 holding.
  • Pinnacle Wealth Planning Services first reported a position in Winnebago Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Winnebago Industries position peaked at $47.1K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.