PWPS
WINA icon

Pinnacle Wealth Planning Services’s Winmark WINA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.7K Buy
134
+37
+38% +$14.5K 0.01% 1180
2026
Q1 		$41.5K Buy
97
+22
+29% +$9.7K ﹤0.01% 1305
2025
Q4 		$30.4K Buy
+75
New +$32.1K ﹤0.01% 1511
2021
Q1 		– Sell
-6
Closed -$1K – 1946
2020
Q4 		$1K Buy
+6
New +$1.07K ﹤0.01% 2199

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Winmark (WINA) stake by 38% in Q2 2026, buying an estimated $14.5K and bringing the position to 134 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #1180.

Pinnacle Wealth Planning Services first reported a position in WINA in Q4 2020 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 134 shares of Winmark worth $56.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 37 Winmark shares in Q2 2026, an estimated $14.5K.
  • Winmark made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1180 holding.
  • Pinnacle Wealth Planning Services first reported a position in Winmark in Q4 2020 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

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