EH
WINN icon

Equitable Holdings’s Harbor Long-Term Growers ETF WINN Stock Holding History

Equitable Holdings’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 		$5.94M Buy
190,963
+9,417
+5% +$279K 0.04% 387
2025
Q4 		$5.65M Sell
181,546
-1,565
-0.9% -$49.1K 0.04% 347
2025
Q3 		$5.71M Buy
183,111
+7,455
+4% +$224K 0.04% 324
2025
Q2 		$5.12M Buy
175,656
+12,875
+8% +$337K 0.04% 324
2025
Q1 		$3.99M Sell
162,781
-14,234
-8% -$383K 0.04% 339
2024
Q4 		$4.82M Sell
177,015
-24,881
-12% -$667K 0.05% 285
2024
Q3 		$5.17M Sell
201,896
-72,124
-26% -$1.79M 0.05% 271
2024
Q2 		$6.93M Sell
274,020
-50
-0% -$1.19K 0.07% 212
2024
Q1 		$6.43M Sell
274,070
-45,278
-14% -$1.02M 0.07% 205
2023
Q4 		$6.6M Sell
319,348
-1,257
-0.4% -$24.1K 0.08% 185
2023
Q3 		$5.72M Buy
320,605
+5,224
+2% +$96.8K 0.08% 183
2023
Q2 		$5.85M Buy
315,381
+11,217
+4% +$190K 0.08% 165
2023
Q1 		$4.9M Buy
304,164
+10,880
+4% +$163K 0.08% 179
2022
Q4 		$3.98M Buy
+293,284
New +$4.16M 0.07% 186

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 $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Equitable Holdings's WINN Position: Q1 2026 in Review

Equitable Holdings increased its Harbor Long-Term Growers ETF (WINN) stake by 5.2% in Q1 2026, buying an estimated $279K and bringing the position to 190,963 shares worth $5.94M. The position accounts for 0.04% of the portfolio, ranked #387.

Equitable Holdings first reported a position in WINN in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.93M in Q2 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Equitable Holdings held 190,963 shares of Harbor Long-Term Growers ETF worth $5.94M as of Q1 2026.
  • Equitable Holdings bought 9,417 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $279K.
  • Harbor Long-Term Growers ETF made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #387 holding.
  • Equitable Holdings first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 14 quarters since.
  • Equitable Holdings's Harbor Long-Term Growers ETF position peaked at $6.93M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.