SummitTX Capital’s Winnebago Industries WGO Stock Holding History

SummitTX Capital’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
2025 Q2	–	Sell	-6,213	Closed	-$214K	–	1032
2025 Q1	$214K	Buy	+6,213	New	+$263K	0.01%	721

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummitTX Capital's WGO Position: Q2 2025 in Review

SummitTX Capital sold out of Winnebago Industries (WGO) in Q2 2025, closing a stake of 6,213 shares — an estimated $214K sold.

SummitTX Capital first reported a position in WGO in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 254 funds tracked by Wall St. Rank hold WGO as of Q2 2025.

SummitTX Capital reported no remaining Winnebago Industries position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 6,213 Winnebago Industries shares in Q2 2025, an estimated $214K.
SummitTX Capital first reported a position in Winnebago Industries in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Winnebago Industries position peaked at $214K in Q1 2025.
254 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.