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Strive Financial Group’s Willamette Valley Vineyards WVVI Stock Holding History

Strive Financial Group’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 		$110 Buy
+44
New +$119 ﹤0.01% 821
2026
Q1 		– Sell
-44
Closed -$134 – 868
2025
Q4 		$134 Buy
+44
New +$137 ﹤0.01% 696

Other funds holding WVVI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Strive Financial Group's WVVI Position: Q2 2026 in Review

Strive Financial Group opened a new position in Willamette Valley Vineyards (WVVI) in Q2 2026: 44 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in WVVI as recently as Q4 2025.

Strive Financial Group first reported a position in WVVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $134 in Q4 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Strive Financial Group held 44 shares of Willamette Valley Vineyards worth $110 as of Q2 2026.
  • Willamette Valley Vineyards was a new Strive Financial Group position in Q2 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #821 holding.
  • Strive Financial Group first reported a position in Willamette Valley Vineyards in Q4 2025 and has held it in 2 quarters since.
  • Strive Financial Group's Willamette Valley Vineyards position peaked at $134 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.