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

Private Wealth Management Group’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 		– Sell
-50
Closed -$1.55K – 1518
2026
Q1 		$1.55K Hold
50
– – ﹤0.01% 1157
2025
Q4 		$2.03K Hold
50
– – ﹤0.01% 1075
2025
Q3 		$1.67K Hold
50
– – ﹤0.01% 1167
2025
Q2 		$1.45K Buy
+50
New +$1.64K ﹤0.01% 1179
2025
Q1 		– Sell
-74
Closed -$3.54K – 1595
2024
Q4 		$3.54K Hold
74
– – ﹤0.01% 880
2024
Q3 		$4.3K Hold
74
– – ﹤0.01% 788
2024
Q2 		$4.01K Buy
74
+68
+1,133% +$4.19K ﹤0.01% 790
2024
Q1 		$444 Sell
6
-17
-74% -$1.16K ﹤0.01% 1465
2023
Q4 		$1.68K Buy
+23
New +$1.48K ﹤0.01% 1055

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 Management Group's WGO Position: Q2 2026 in Review

Private Wealth Management Group sold out of Winnebago Industries (WGO) in Q2 2026, closing a stake of 50 shares — an estimated $1.55K sold.

Private Wealth Management Group first reported a position in WGO in Q4 2023 and held it in 9 quarters. The position peaked at $4.3K in Q3 2024. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Private Wealth Management Group reported no remaining Winnebago Industries position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 50 Winnebago Industries shares in Q2 2026, an estimated $1.55K.
  • Private Wealth Management Group first reported a position in Winnebago Industries in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Winnebago Industries position peaked at $4.3K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.