Carolina Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Carolina Wealth Management’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	$430K	Buy	+13,248	New	+$420K	0.2%	71

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

Carolina Wealth Management's WINN Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Harbor Long-Term Growers ETF (WINN) in Q2 2026: 13,248 shares worth $430K. The stake represents 0.2% of the portfolio and ranks #71 among its holdings.

115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Carolina Wealth Management held 13,248 shares of Harbor Long-Term Growers ETF worth $430K as of Q2 2026.
Harbor Long-Term Growers ETF was a new Carolina Wealth Management position in Q2 2026.
Harbor Long-Term Growers ETF made up 0.2% of Carolina Wealth Management's portfolio in Q2 2026, its #71 holding.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.