Polen Capital Management
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Polen Capital Management’s Winmark WINA Stock Holding History

Polen Capital Management’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 		– Sell
-2,283
Closed -$976K – 279
2026
Q1 		$976K Buy
2,283
+1,424
+166% +$628K 0.01% 151
2025
Q4 		$348K Buy
+859
New +$368K ﹤0.01% 205

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First Trust Advisors
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AC
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Vanguard Capital Management
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State Street
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Jacobs Levy Equity Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
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Polen Capital Management's WINA Position: Q2 2026 in Review

Polen Capital Management sold out of Winmark (WINA) in Q2 2026, closing a stake of 2,283 shares — an estimated $976K sold.

Polen Capital Management first reported a position in WINA in Q4 2025 and held it in 2 quarters. The position peaked at $976K in Q1 2026. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Polen Capital Management reported no remaining Winmark position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 2,283 Winmark shares in Q2 2026, an estimated $976K.
  • Polen Capital Management first reported a position in Winmark in Q4 2025 and held it in 2 quarters.
  • Polen Capital Management's Winmark position peaked at $976K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.