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SJS Investment Consulting’s Winmark WINA Stock Holding History

SJS Investment Consulting’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 		$428 Sell
1
-1
-50% -$391 ﹤0.01% 2314
2026
Q1 		$859 Hold
2
– – ﹤0.01% 1535
2025
Q4 		$812 Hold
2
– – ﹤0.01% 1371
2025
Q3 		$998 Hold
2
– – ﹤0.01% 1011
2025
Q2 		$756 Buy
+2
New +$773 ﹤0.01% 963

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

SJS Investment Consulting's WINA Position: Q2 2026 in Review

SJS Investment Consulting reduced its Winmark (WINA) stake by 50% in Q2 2026, selling an estimated $391 and leaving 1 share worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

SJS Investment Consulting first reported a position in WINA in Q2 2025 and has held it in 5 quarters since. The position peaked at $998 in Q3 2025. 91 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • SJS Investment Consulting held 1 share of Winmark worth $428 as of Q2 2026.
  • SJS Investment Consulting sold 1 Winmark share in Q2 2026, an estimated $391.
  • Winmark made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2314 holding.
  • SJS Investment Consulting first reported a position in Winmark in Q2 2025 and has held it in 5 quarters since.
  • SJS Investment Consulting's Winmark position peaked at $998 in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.