SAM
WGO icon

Shell Asset Management’s Winnebago Industries WGO Stock Holding History

Shell 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
2025
Q3 		$30K Sell
890
-1,576
-64% -$52K ﹤0.01% 984
2025
Q2 		$72K Sell
2,466
-271
-10% -$8.88K ﹤0.01% 1071
2025
Q1 		$94K Sell
2,737
-118
-4% -$5K ﹤0.01% 1029
2024
Q4 		$136K Hold
2,855
– – 0.01% 968
2024
Q3 		$166K Buy
+2,855
New +$163K 0.01% 908
2024
Q1 		$164K Buy
3,019
+1,576
+109% +$107K 0.01% 884
2023
Q4 		$105K Sell
1,443
-434
-23% -$27.9K ﹤0.01% 1046
2023
Q3 		$112K Sell
1,877
-29
-2% -$1.88K ﹤0.01% 1065
2023
Q2 		$127K Sell
1,906
-11
-0.6% -$656 0.01% 1068
2023
Q1 		$111K Sell
1,917
-7
-0.4% -$427 ﹤0.01% 1076
2022
Q4 		$101K Sell
1,924
-380
-16% -$21.6K ﹤0.01% 1149
2022
Q3 		$123K Sell
2,304
-608
-21% -$35.3K ﹤0.01% 1154
2022
Q2 		$141K Buy
2,912
+2
+0.1% +$103 ﹤0.01% 1207
2022
Q1 		$157K Sell
2,910
-431
-13% -$27.9K ﹤0.01% 1215
2021
Q4 		$250K Buy
+3,341
New +$240K 0.01% 1149

Other funds holding WGO

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's WGO Position: Q3 2025 in Review

Shell Asset Management reduced its Winnebago Industries (WGO) stake by 64% in Q3 2025, selling an estimated $52K and leaving 890 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Shell Asset Management first reported a position in WGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $250K in Q4 2021. 254 funds tracked by Wall St. Rank hold WGO as of Q3 2025.

  • Shell Asset Management held 890 shares of Winnebago Industries worth $30K as of Q3 2025.
  • Shell Asset Management sold 1,576 Winnebago Industries shares in Q3 2025, an estimated $52K.
  • Winnebago Industries made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #984 holding.
  • Shell Asset Management first reported a position in Winnebago Industries in Q4 2021 and has held it in 15 quarters since.
  • Shell Asset Management's Winnebago Industries position peaked at $250K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.