Steward Partners Investment Advisory’s Willamette Valley Vineyards WVVI Stock Holding History

Steward Partners Investment Advisory’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Buy	5,049 +300	+6%	+$810	﹤0.01%	3620
2026 Q1	$12.2K	Sell	4,749 -25	-0.5%	-$68	﹤0.01%	3467
2025 Q4	$14.6K	Sell	4,774 -275	-5%	-$858	﹤0.01%	3273
2025 Q3	$18K	Hold	5,049	–	–	﹤0.01%	3143
2025 Q2	$28K	Hold	5,049	–	–	﹤0.01%	2765
2025 Q1	$30K	Hold	5,049	–	–	﹤0.01%	2629
2024 Q4	$16.9K	Hold	5,049	–	–	﹤0.01%	2874
2024 Q3	$17.6K	Buy	5,049 +1,444	+40%	+$5.4K	﹤0.01%	2715
2024 Q2	$14.2K	Buy	3,605 +2,500	+226%	+$10.7K	﹤0.01%	2656
2024 Q1	$5.79K	Buy	1,105 +300	+37%	+$1.55K	﹤0.01%	2999
2023 Q4	$4.31K	Sell	805 -300	-27%	-$1.61K	﹤0.01%	3018
2023 Q3	$6.45K	Buy	1,105 +605	+121%	+$3.57K	﹤0.01%	2742
2023 Q2	$2.85K	Buy	+500	New	+$2.97K	﹤0.01%	2954

Other funds holding WVVI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Steward Partners Investment Advisory's WVVI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Willamette Valley Vineyards (WVVI) stake by 6.3% in Q2 2026, buying an estimated $810 and bringing the position to 5,049 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Steward Partners Investment Advisory first reported a position in WVVI in Q2 2023 and has held it in 13 quarters since. The position peaked at $30K in Q1 2025. 28 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Steward Partners Investment Advisory held 5,049 shares of Willamette Valley Vineyards worth $12.7K as of Q2 2026.
Steward Partners Investment Advisory bought 300 Willamette Valley Vineyards shares in Q2 2026, an estimated $810.
Willamette Valley Vineyards made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3620 holding.
Steward Partners Investment Advisory first reported a position in Willamette Valley Vineyards in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Willamette Valley Vineyards position peaked at $30K in Q1 2025.
28 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.