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 Q2	$6.46M	Sell	198,819 -28,343	-12%	-$899K	﹤0.01%	2282
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

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

Envestnet Asset Management's WINN Position: Q2 2026 in Review

Envestnet Asset Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 12% in Q2 2026, selling an estimated $899K and leaving 198,819 shares worth $6.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Envestnet Asset Management first reported a position in WINN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Envestnet Asset Management held 198,819 shares of Harbor Long-Term Growers ETF worth $6.46M as of Q2 2026.
Envestnet Asset Management sold 28,343 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $899K.
Harbor Long-Term Growers ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2282 holding.
Envestnet Asset Management first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 11 quarters since.
Envestnet Asset Management's Harbor Long-Term Growers ETF position peaked at $11.1M in Q3 2025.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.