Steward Partners Investment Advisory »

Winmark Corporation shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Winmark Corporation

Tip: Access up to 7 years of quarterly data

All positions including Winmark Corporation held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Winmark Corporation by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 72 361.69
2023-12-31 $4.2k 10 417.60
2021-03-31 $11k 57 186.44

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Winmark Corporation

Neuberger Berman Group
BlackRock
Mawer Investment Management
Vanguard Group
Dimensional Fund Advisors
Port Capital
Morgan Stanley
AltraVue Capital
William Blair Investment Management
Geode Capital Management
Northern Trust
Bessemer
Goldman Sachs Group
Copeland Capital Management
Mountain Pacific Investment Advisers

View all funds holding Winmark Corporation