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

Oppenheimer & 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
Q1 		$780K Buy
28,136
+11,645
+71% +$345K 0.01% 985
2025
Q4 		$513K Buy
16,491
+1,955
+13% +$61.3K 0.01% 1066
2025
Q3 		$453K Buy
14,536
+1,966
+16% +$59.1K 0.01% 1219
2025
Q2 		$366K Buy
12,570
+1,429
+13% +$37.4K ﹤0.01% 1261
2025
Q1 		$273K Sell
11,141
-2,732
-20% -$73.5K ﹤0.01% 1320
2024
Q4 		$377K Buy
13,873
+5,653
+69% +$152K 0.01% 1169
2024
Q3 		$211K Buy
+8,220
New +$205K ﹤0.01% 1390

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

Oppenheimer & Co's WINN Position: Q1 2026 in Review

Oppenheimer & Co increased its Harbor Long-Term Growers ETF (WINN) stake by 71% in Q1 2026, buying an estimated $345K and bringing the position to 28,136 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #985.

Oppenheimer & Co first reported a position in WINN in Q3 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Oppenheimer & Co held 28,136 shares of Harbor Long-Term Growers ETF worth $780K as of Q1 2026.
  • Oppenheimer & Co bought 11,645 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $345K.
  • Harbor Long-Term Growers ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #985 holding.
  • Oppenheimer & Co first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.