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Steward Partners Investment Advisory’s Winnebago Industries WGO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-4
Closed -$162 – 4578
2025
Q4 		$162 Buy
+4
New +$146 ﹤0.01% 4205
2024
Q1 		– Sell
-104
Closed -$7.58K – 3685
2023
Q4 		$7.58K Hold
104
– – ﹤0.01% 2813
2023
Q3 		$6.18K Sell
104
-50
-32% -$3.24K ﹤0.01% 2759
2023
Q2 		$10.3K Hold
154
– – ﹤0.01% 2561
2023
Q1 		$8.89K Sell
154
-40
-21% -$2.44K ﹤0.01% 2580
2022
Q4 		$10.2K Sell
194
-250
-56% -$14.2K ﹤0.01% 2534
2022
Q3 		$24K Sell
444
-109
-20% -$6.33K ﹤0.01% 2150
2022
Q2 		$27K Sell
553
-14
-2% -$724 ﹤0.01% 2098
2022
Q1 		$31K Hold
567
– – ﹤0.01% 2163
2021
Q4 		$42K Sell
567
-100
-15% -$7.2K ﹤0.01% 2000
2021
Q3 		$48K Buy
667
+100
+18% +$6.99K ﹤0.01% 1920
2021
Q2 		$39K Sell
567
-250
-31% -$18.5K ﹤0.01% 3823
2021
Q1 		$62.7K Hold
817
– – ﹤0.01% 1868
2020
Q4 		$49K Buy
817
+757
+1,262% +$41.3K ﹤0.01% 1684
2020
Q3 		$3K Buy
60
+14
+30% +$806 ﹤0.01% 2533
2020
Q2 		$3K Buy
+46
New +$2.35K ﹤0.01% 2426

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's WGO Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 4 shares — an estimated $162 sold.

Steward Partners Investment Advisory first reported a position in WGO in Q2 2020 and held it in 16 quarters. The position peaked at $62.7K in Q1 2021. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4 Winnebago Industries shares in Q1 2026, an estimated $162.
  • Steward Partners Investment Advisory first reported a position in Winnebago Industries in Q2 2020 and held it in 16 quarters.
  • Steward Partners Investment Advisory's Winnebago Industries position peaked at $62.7K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.