Carr Financial Group’s Harbor Long-Term Growers ETF WINN Stock Holding History

Carr Financial Group’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	–	Sell	-8,688	Closed	-$241K	–	190
2026 Q1	$241K	Sell	8,688 -32,557	-79%	-$966K	0.06%	154
2025 Q4	$1.28M	Sell	41,245 -17,282	-30%	-$542K	0.34%	54
2025 Q3	$1.82M	Buy	58,527 +47,134	+414%	+$1.42M	0.5%	41
2025 Q2	$332K	Buy	+11,393	New	+$298K	0.1%	134
2024 Q4	–	Sell	-8,800	Closed	-$225K	–	203
2024 Q3	$225K	Buy	+8,800	New	+$219K	0.07%	179

Other funds holding WINN

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Carr Financial Group's WINN Position: Q2 2026 in Review

Carr Financial Group sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 8,688 shares — an estimated $241K sold.

Carr Financial Group first reported a position in WINN in Q3 2024 and held it in 5 quarters. The position peaked at $1.82M in Q3 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Carr Financial Group reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
Carr Financial Group sold 8,688 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $241K.
Carr Financial Group first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and held it in 5 quarters.
Carr Financial Group's Harbor Long-Term Growers ETF position peaked at $1.82M in Q3 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

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