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
Q2 		$144M Buy
4,445,858
+15,993
+0.4% +$507K 0.03% 502
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 $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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

LPL Financial's WINN Position: Q2 2026 in Review

LPL Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 0.36% in Q2 2026, buying an estimated $507K and bringing the position to 4,445,858 shares worth $144M. The position accounts for 0.03% of the portfolio, ranked #502.

LPL Financial first reported a position in WINN in Q3 2022 and has held it in 16 quarters since. The position peaked at $155M in Q3 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • LPL Financial held 4,445,858 shares of Harbor Long-Term Growers ETF worth $144M as of Q2 2026.
  • LPL Financial bought 15,993 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $507K.
  • Harbor Long-Term Growers ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #502 holding.
  • LPL Financial first reported a position in Harbor Long-Term Growers ETF in Q3 2022 and has held it in 16 quarters since.
  • LPL Financial's Harbor Long-Term Growers ETF position peaked at $155M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.