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Winmark Corporation shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Winmark Corporation

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All positions including Winmark Corporation held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Winmark Corporation by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $295k 697 423.08
2025-03-31 $298k 937 317.87

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Top funds holding Winmark Corporation

BlackRock
Neuberger Berman Group
Renaissance Technologies
AltraVue Capital
First Trust Advisors
Vanguard Capital Management
State Street Corporation
Port Capital
Jacobs Levy Equity Management
Fisher Investments
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Geode Capital Management
Alliancebernstein
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Winmark Corporation