LPL Financial
WINN icon

LPL Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

LPL Financial’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 		$123M Sell
4,429,865
-529,369
-11% -$15.7M 0.03% 501
2025
Q4 		$154M Sell
4,959,234
-15,127
-0.3% -$474K 0.04% 404
2025
Q3 		$155M Sell
4,974,361
-191,964
-4% -$5.77M 0.05% 376
2025
Q2 		$150M Buy
5,166,325
+1,081,484
+26% +$28.3M 0.05% 337
2025
Q1 		$100M Buy
4,084,841
+127,444
+3% +$3.43M 0.04% 426
2024
Q4 		$108M Buy
3,957,397
+449,955
+13% +$12.1M 0.04% 376
2024
Q3 		$89.8M Sell
3,507,442
-666,591
-16% -$16.6M 0.04% 406
2024
Q2 		$106M Buy
4,174,033
+1,125,225
+37% +$26.7M 0.05% 317
2024
Q1 		$71.6M Buy
3,048,808
+679,315
+29% +$15.2M 0.04% 425
2023
Q4 		$49M Buy
2,369,493
+754,444
+47% +$14.4M 0.03% 509
2023
Q3 		$28.8M Buy
1,615,049
+711,438
+79% +$13.2M 0.02% 652
2023
Q2 		$16.8M Buy
903,611
+642,947
+247% +$10.9M 0.01% 867
2023
Q1 		$4.2M Buy
260,664
+25,166
+11% +$376K ﹤0.01% 1618
2022
Q4 		$3.2M Buy
235,498
+171,368
+267% +$2.43M ﹤0.01% 1732
2022
Q3 		$890K Buy
+64,130
New +$987K ﹤0.01% 2643

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $79.5B AUM 27.1% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial's WINN Position: Q1 2026 in Review

LPL Financial reduced its Harbor Long-Term Growers ETF (WINN) stake by 11% in Q1 2026, selling an estimated $15.7M and leaving 4,429,865 shares worth $123M. The position accounts for 0.03% of the portfolio, ranked #501.

LPL Financial first reported a position in WINN in Q3 2022 and has held it in 15 quarters since. The position peaked at $155M in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • LPL Financial held 4,429,865 shares of Harbor Long-Term Growers ETF worth $123M as of Q1 2026.
  • LPL Financial sold 529,369 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $15.7M.
  • Harbor Long-Term Growers ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #501 holding.
  • LPL Financial first reported a position in Harbor Long-Term Growers ETF in Q3 2022 and has held it in 15 quarters since.
  • LPL Financial's Harbor Long-Term Growers ETF position peaked at $155M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.