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Retirement Wealth Solutions’s Winmark WINA Stock Holding History

Retirement Wealth Solutions’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
-5
Closed -$2.14K – 850
2026
Q1 		$2.14K Sell
5
-8
-62% -$3.53K ﹤0.01% 483
2025
Q4 		$5.26K Sell
13
-1
-7% -$428 ﹤0.01% 304
2025
Q3 		$6.97K Sell
14
-7
-33% -$3.01K ﹤0.01% 263
2025
Q2 		$7.93K Hold
21
– – 0.01% 257
2025
Q1 		$6.68K Hold
21
– – 0.01% 264
2024
Q4 		$7.86K Buy
+21
New +$8.25K 0.01% 252

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

Retirement Wealth Solutions's WINA Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Winmark (WINA) in Q2 2026, closing a stake of 5 shares — an estimated $2.14K sold.

Retirement Wealth Solutions first reported a position in WINA in Q4 2024 and held it in 6 quarters. The position peaked at $7.93K in Q2 2025. 217 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Winmark position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 5 Winmark shares in Q2 2026, an estimated $2.14K.
  • Retirement Wealth Solutions first reported a position in Winmark in Q4 2024 and held it in 6 quarters.
  • Retirement Wealth Solutions's Winmark position peaked at $7.93K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.