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Cary Street Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

Cary Street 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 		$4.85M Buy
149,328
+8,730
+6% +$277K 0.11% 203
2026
Q1 		$3.9M Buy
140,598
+45,542
+48% +$1.35M 0.1% 219
2025
Q4 		$2.96M Buy
95,056
+31,543
+50% +$989K 0.07% 260
2025
Q3 		$1.98M Buy
63,513
+4,095
+7% +$123K 0.05% 320
2025
Q2 		$1.73M Buy
59,418
+632
+1% +$16.5K 0.05% 331
2025
Q1 		$1.44M Sell
58,786
-60
-0.1% -$1.61K 0.05% 329
2024
Q4 		$1.6M Buy
+58,846
New +$1.58M 0.05% 309

Other funds holding WINN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cary Street Partners's WINN Position: Q2 2026 in Review

Cary Street Partners increased its Harbor Long-Term Growers ETF (WINN) stake by 6.2% in Q2 2026, buying an estimated $277K and bringing the position to 149,328 shares worth $4.85M. The position accounts for 0.11% of the portfolio, ranked #203.

Cary Street Partners first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Cary Street Partners held 149,328 shares of Harbor Long-Term Growers ETF worth $4.85M as of Q2 2026.
  • Cary Street Partners bought 8,730 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $277K.
  • Harbor Long-Term Growers ETF made up 0.11% of Cary Street Partners's portfolio in Q2 2026, its #203 holding.
  • Cary Street Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.