SHP Wealth Management’s Winmark WINA Stock Holding History

SHP Wealth Management’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 Q1	$8.98K	Hold	21	–	–	﹤0.01%	931
2025 Q4	$8.5K	Buy	+21	New	+$8.98K	﹤0.01%	876

Other funds holding WINA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SHP Wealth Management's WINA Position: Q1 2026 in Review

SHP Wealth Management held its Winmark (WINA) position steady in Q1 2026 at 21 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

SHP Wealth Management first reported a position in WINA in Q4 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold WINA as of Q1 2026.

SHP Wealth Management held 21 shares of Winmark worth $8.98K as of Q1 2026.
SHP Wealth Management left its Winmark share count unchanged in Q1 2026.
Winmark made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #931 holding.
SHP Wealth Management first reported a position in Winmark in Q4 2025 and has held it in 2 quarters since.
230 funds tracked by Wall St. Rank held Winmark as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.