Corient Private Wealth
WINN icon

Corient Private Wealth’s Harbor Long-Term Growers ETF WINN Stock Holding History

Corient Private Wealth’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
Q1 		$129M Sell
4,639,926
-3,407,237
-42% -$101M 0.18% 115
2025
Q4 		$250M Buy
8,047,163
+4,413,922
+121% +$138M 0.17% 122
2025
Q3 		$113M Buy
3,633,241
+243,119
+7% +$7.31M 0.18% 123
2025
Q2 		$101M Buy
3,390,122
+825,434
+32% +$21.6M 0.13% 153
2025
Q1 		$62.8M Buy
2,564,688
+648,263
+34% +$17.4M 0.1% 192
2024
Q4 		$52.1M Buy
1,916,425
+328,632
+21% +$8.81M 0.09% 220
2024
Q3 		$40.7M Buy
1,587,793
+11,875
+0.8% +$296K 0.06% 278
2024
Q2 		$39.9M Buy
1,575,918
+47,845
+3% +$1.13M 0.07% 257
2024
Q1 		$35.9M Buy
1,528,073
+1,926
+0.1% +$43.2K 0.06% 283
2023
Q4 		$31.5M Buy
1,526,147
+183,085
+14% +$3.51M 0.06% 300
2023
Q3 		$24M Buy
1,343,062
+198,738
+17% +$3.68M 0.06% 307
2023
Q2 		$21.2M Buy
1,144,324
+255,830
+29% +$4.34M 0.05% 321
2023
Q1 		$14.3M Buy
888,494
+146,516
+20% +$2.19M 0.04% 371
2022
Q4 		$10.1M Buy
+741,978
New +$10.5M 0.04% 366

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $105M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Corient Private Wealth's WINN Position: Q1 2026 in Review

Corient Private Wealth reduced its Harbor Long-Term Growers ETF (WINN) stake by 42% in Q1 2026, selling an estimated $101M and leaving 4,639,926 shares worth $129M. The position accounts for 0.18% of the portfolio, ranked #115.

Corient Private Wealth first reported a position in WINN in Q4 2022 and has held it in 14 quarters since. The position peaked at $250M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Corient Private Wealth held 4,639,926 shares of Harbor Long-Term Growers ETF worth $129M as of Q1 2026.
  • Corient Private Wealth sold 3,407,237 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $101M.
  • Harbor Long-Term Growers ETF made up 0.18% of Corient Private Wealth's portfolio in Q1 2026, its #115 holding.
  • Corient Private Wealth first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Harbor Long-Term Growers ETF position peaked at $250M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.