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True Wealth Design’s Winmark WINA Stock Holding History

True Wealth Design’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 		$1.27K Sell
3
-6
-67% -$2.35K ﹤0.01% 1891
2026
Q1 		$3.85K Sell
9
-3
-25% -$1.32K ﹤0.01% 1306
2025
Q4 		$4.86K Buy
12
+3
+33% +$1.28K ﹤0.01% 1094
2025
Q3 		$4.48K Hold
9
– – ﹤0.01% 1120
2025
Q2 		$3.4K Hold
9
– – ﹤0.01% 966
2025
Q1 		$2.86K Buy
9
+2
+29% +$712 ﹤0.01% 884
2024
Q4 		$2.75K Hold
7
– – ﹤0.01% 663
2024
Q3 		$2.68K Buy
+7
New +$2.6K ﹤0.01% 706

Other funds holding WINA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.45B AUM 18.2% 1-Year Est. Return

True Wealth Design's WINA Position: Q2 2026 in Review

True Wealth Design reduced its Winmark (WINA) stake by 67% in Q2 2026, selling an estimated $2.35K and leaving 3 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

True Wealth Design first reported a position in WINA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.86K in Q4 2025. 216 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

  • True Wealth Design held 3 shares of Winmark worth $1.27K as of Q2 2026.
  • True Wealth Design sold 6 Winmark shares in Q2 2026, an estimated $2.35K.
  • Winmark made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1891 holding.
  • True Wealth Design first reported a position in Winmark in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Winmark position peaked at $4.86K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.