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Private Wealth Asset Management’s Winnebago Industries WGO Stock Holding History

Private Wealth Asset Management’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 		$3.9K Hold
125
– – ﹤0.01% 810
2026
Q1 		$3.87K Hold
125
– – ﹤0.01% 804
2025
Q4 		$5.07K Hold
125
– – ﹤0.01% 761
2025
Q3 		$4.18K Hold
125
– – ﹤0.01% 763
2025
Q2 		$3.63K Sell
125
-5
-4% -$164 ﹤0.01% 786
2025
Q1 		$4.48K Buy
+130
New +$5.51K ﹤0.01% 746

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

Private Wealth Asset Management's WGO Position: Q2 2026 in Review

Private Wealth Asset Management held its Winnebago Industries (WGO) position steady in Q2 2026 at 125 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Private Wealth Asset Management first reported a position in WGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.07K in Q4 2025. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Private Wealth Asset Management held 125 shares of Winnebago Industries worth $3.9K as of Q2 2026.
  • Private Wealth Asset Management left its Winnebago Industries share count unchanged in Q2 2026.
  • Winnebago Industries made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #810 holding.
  • Private Wealth Asset Management first reported a position in Winnebago Industries in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Winnebago Industries position peaked at $5.07K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.