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Principal Securities’s Winnebago Industries WGO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-13
Closed -$435 – 3485
2025
Q3 		$435 Hold
13
– – ﹤0.01% 3558
2025
Q2 		$377 Sell
13
-117
-90% -$3.84K ﹤0.01% 3525
2025
Q1 		$6.21K Hold
130
– – ﹤0.01% 2700
2024
Q4 		$6.21K Hold
130
– – ﹤0.01% 2696
2024
Q3 		$7.55K Sell
130
-400
-75% -$22.9K ﹤0.01% 2545
2024
Q2 		$28.7K Sell
530
-26
-5% -$1.6K ﹤0.01% 1878
2024
Q1 		$41.1K Buy
556
+15
+3% +$1.02K ﹤0.01% 1658
2023
Q4 		$39.4K Buy
+541
New +$34.7K ﹤0.01% 1594

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Securities's WGO Position: Q4 2025 in Review

Principal Securities sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 13 shares — an estimated $435 sold.

Principal Securities first reported a position in WGO in Q4 2023 and held it in 8 quarters. The position peaked at $41.1K in Q1 2024. 251 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • Principal Securities reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 13 Winnebago Industries shares in Q4 2025, an estimated $435.
  • Principal Securities first reported a position in Winnebago Industries in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Winnebago Industries position peaked at $41.1K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.