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

Congress 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
2025 Q2	$789K	Buy	+27,096	New	+$709K	0.01%	770

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

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

WWM

WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Congress Wealth Management's WINN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Harbor Long-Term Growers ETF (WINN) in Q2 2025: 27,096 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings.

93 funds tracked by Wall St. Rank hold WINN as of Q2 2025.

Congress Wealth Management held 27,096 shares of Harbor Long-Term Growers ETF worth $789K as of Q2 2025.
Harbor Long-Term Growers ETF was a new Congress Wealth Management position in Q2 2025.
Harbor Long-Term Growers ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #770 holding.
93 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.