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Rothschild Investment LLC’s Winnebago Industries WGO Stock Holding History

Rothschild Investment LLC’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 		$1K Sell
32
-69
-68% -$2.1K ﹤0.01% 3043
2026
Q1 		$3.13K Buy
101
+46
+84% +$1.92K ﹤0.01% 2321
2025
Q4 		$2.23K Buy
+55
New +$2.01K ﹤0.01% 2314
2025
Q3 		– Sell
-20
Closed -$580 – 3258
2025
Q2 		$580 Sell
20
-20
-50% -$656 ﹤0.01% 2696
2025
Q1 		$1.38K Buy
40
+20
+100% +$848 ﹤0.01% 2143
2024
Q4 		$956 Sell
20
-5
-20% -$283 ﹤0.01% 2240
2024
Q3 		$1.45K Buy
25
+20
+400% +$1.15K ﹤0.01% 1909
2024
Q2 		$271 Hold
5
– – ﹤0.01% 2348
2024
Q1 		$370 Buy
+5
New +$340 ﹤0.01% 1471

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rothschild Investment LLC's WGO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Winnebago Industries (WGO) stake by 68% in Q2 2026, selling an estimated $2.1K and leaving 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3043.

Rothschild Investment LLC first reported a position in WGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.13K in Q1 2026. 81 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Rothschild Investment LLC held 32 shares of Winnebago Industries worth $1K as of Q2 2026.
  • Rothschild Investment LLC sold 69 Winnebago Industries shares in Q2 2026, an estimated $2.1K.
  • Winnebago Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3043 holding.
  • Rothschild Investment LLC first reported a position in Winnebago Industries in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Winnebago Industries position peaked at $3.13K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.