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Twin Peaks Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-17
Closed -$527 – 2203
2026
Q1 		$527 Buy
+17
New +$708 ﹤0.01% 2021
2025
Q3 		– Sell
-17
Closed -$555 – 2130
2025
Q2 		$555 Buy
+17
New +$557 ﹤0.01% 1891

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's WGO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Winnebago Industries (WGO) in Q2 2026, closing a stake of 17 shares — an estimated $527 sold.

Twin Peaks Wealth Advisors first reported a position in WGO in Q2 2025 and held it in 2 quarters. The position peaked at $555 in Q2 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Winnebago Industries position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 17 Winnebago Industries shares in Q2 2026, an estimated $527.
  • Twin Peaks Wealth Advisors first reported a position in Winnebago Industries in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Winnebago Industries position peaked at $555 in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.