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Harbor Investment Advisory’s ESS Tech GWH Stock Holding History

Harbor Investment Advisory’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31 Hold
33
– – ﹤0.01% 1307
2026
Q1 		$39 Hold
33
– – ﹤0.01% 1223
2025
Q4 		$62 Hold
33
– – ﹤0.01% 1211
2025
Q3 		$50 Hold
33
– – ﹤0.01% 1167
2025
Q2 		$44 Hold
33
– – ﹤0.01% 1162
2025
Q1 		$108 Hold
33
– – ﹤0.01% 1159
2024
Q4 		$194 Hold
33
– – ﹤0.01% 1130
2024
Q3 		$209 Hold
33
– – ﹤0.01% 1133
2024
Q2 		$409 Hold
33
– – ﹤0.01% 1137
2024
Q1 		$362 Hold
33
– – ﹤0.01% 1267
2023
Q4 		$570 Hold
33
– – ﹤0.01% 1105
2023
Q3 		$940 Buy
+33
New +$803 ﹤0.01% 1097

Other funds holding GWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Harbor Investment Advisory's GWH Position: Q2 2026 in Review

Harbor Investment Advisory held its ESS Tech (GWH) position steady in Q2 2026 at 33 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Harbor Investment Advisory first reported a position in GWH in Q3 2023 and has held it in 12 quarters since. The position peaked at $940 in Q3 2023. 14 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • Harbor Investment Advisory held 33 shares of ESS Tech worth $31 as of Q2 2026.
  • Harbor Investment Advisory left its ESS Tech share count unchanged in Q2 2026.
  • ESS Tech made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1307 holding.
  • Harbor Investment Advisory first reported a position in ESS Tech in Q3 2023 and has held it in 12 quarters since.
  • Harbor Investment Advisory's ESS Tech position peaked at $940 in Q3 2023.
  • 14 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.