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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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return