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Birchwood Financial Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

Birchwood Financial Partners’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Buy
127,636
+7,351
+6% +$233K 3.39% 7
2026
Q1 		$3.34M Buy
120,285
+5,197
+5% +$154K 3.22% 8
2025
Q4 		$3.58M Buy
+115,088
New +$3.61M 3.55% 6

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Birchwood Financial Partners's WINN Position: Q2 2026 in Review

Birchwood Financial Partners increased its Harbor Long-Term Growers ETF (WINN) stake by 6.1% in Q2 2026, buying an estimated $233K and bringing the position to 127,636 shares worth $4.14M. The position accounts for 3.39% of the portfolio, ranked #7.

Birchwood Financial Partners first reported a position in WINN in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Birchwood Financial Partners held 127,636 shares of Harbor Long-Term Growers ETF worth $4.14M as of Q2 2026.
  • Birchwood Financial Partners bought 7,351 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $233K.
  • Harbor Long-Term Growers ETF made up 3.39% of Birchwood Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Birchwood Financial Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.