Envestnet Asset Management
WINN icon

Envestnet Asset Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Envestnet Asset 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
Q1 		$6.3M Buy
227,162
+7,612
+3% +$226K ﹤0.01% 2154
2025
Q4 		$6.83M Sell
219,550
-137,769
-39% -$4.32M ﹤0.01% 1963
2025
Q3 		$11.1M Sell
357,319
-1,995
-0.6% -$60K ﹤0.01% 1693
2025
Q2 		$10.5M Sell
359,314
-24,976
-6% -$654K ﹤0.01% 1706
2025
Q1 		$9.42M Buy
384,290
+49,429
+15% +$1.33M ﹤0.01% 1705
2024
Q4 		$9.11M Buy
334,861
+3,692
+1% +$99K ﹤0.01% 1717
2024
Q3 		$8.48M Buy
331,169
+27,373
+9% +$681K ﹤0.01% 1753
2024
Q2 		$7.68M Buy
303,796
+120,699
+66% +$2.86M ﹤0.01% 1728
2024
Q1 		$4.3M Buy
183,097
+21,575
+13% +$484K ﹤0.01% 2085
2023
Q4 		$3.34M Buy
+161,522
New +$3.09M ﹤0.01% 2156

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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 $1.1B AUM 27.49% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Envestnet Asset Management's WINN Position: Q1 2026 in Review

Envestnet Asset Management increased its Harbor Long-Term Growers ETF (WINN) stake by 3.5% in Q1 2026, buying an estimated $226K and bringing the position to 227,162 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Envestnet Asset Management first reported a position in WINN in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1M in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Envestnet Asset Management held 227,162 shares of Harbor Long-Term Growers ETF worth $6.3M as of Q1 2026.
  • Envestnet Asset Management bought 7,612 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $226K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2154 holding.
  • Envestnet Asset Management first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 10 quarters since.
  • Envestnet Asset Management's Harbor Long-Term Growers ETF position peaked at $11.1M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.