Joel Isaacson & Co’s Harbor Long-Term Growers ETF WINN Stock Holding History

Joel Isaacson & Co’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	$5.24M	Buy	161,375 +27,164	+20%	+$862K	0.15%	69
2026 Q1	$3.72M	Buy	134,211 +22,997	+21%	+$682K	0.12%	77
2025 Q4	$3.46M	Buy	111,214 +22,036	+25%	+$691K	0.11%	84
2025 Q3	$2.78M	Buy	89,178 +19,998	+29%	+$602K	0.1%	96
2025 Q2	$2.01M	Buy	69,180 +32,700	+90%	+$856K	0.08%	110
2025 Q1	$894K	Buy	36,480 +12,035	+49%	+$324K	0.04%	164
2024 Q4	$665K	Buy	24,445 +5,975	+32%	+$160K	0.03%	201
2024 Q3	$473K	Buy	18,470 +6,368	+53%	+$158K	0.02%	228
2024 Q2	$306K	Buy	+12,102	New	+$287K	0.02%	273

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 $67.3B AUM 21.9% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 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

Joel Isaacson & Co's WINN Position: Q2 2026 in Review

Joel Isaacson & Co increased its Harbor Long-Term Growers ETF (WINN) stake by 20% in Q2 2026, buying an estimated $862K and bringing the position to 161,375 shares worth $5.24M. The position accounts for 0.15% of the portfolio, ranked #69.

Joel Isaacson & Co first reported a position in WINN in Q2 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Joel Isaacson & Co held 161,375 shares of Harbor Long-Term Growers ETF worth $5.24M as of Q2 2026.
Joel Isaacson & Co bought 27,164 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $862K.
Harbor Long-Term Growers ETF made up 0.15% of Joel Isaacson & Co's portfolio in Q2 2026, its #69 holding.
Joel Isaacson & Co first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 9 quarters since.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.