P
WINN icon

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

&Partners’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 		$1.73M Sell
61,967
-14,639
-19% -$434K 0.01% 982
2025
Q4 		$2.38M Sell
76,606
-557
-0.7% -$17.5K 0.01% 784
2025
Q3 		$2.35M Buy
77,163
+2,788
+4% +$83.9K 0.02% 691
2025
Q2 		$2.17M Buy
74,375
+3,719
+5% +$97.3K 0.02% 633
2025
Q1 		$1.75M Buy
70,656
+37,122
+111% +$999K 0.02% 598
2024
Q4 		$927K Buy
+33,534
New +$899K 0.01% 800

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

&Partners's WINN Position: Q1 2026 in Review

&Partners reduced its Harbor Long-Term Growers ETF (WINN) stake by 19% in Q1 2026, selling an estimated $434K and leaving 61,967 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #982.

&Partners first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • &Partners held 61,967 shares of Harbor Long-Term Growers ETF worth $1.73M as of Q1 2026.
  • &Partners sold 14,639 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $434K.
  • Harbor Long-Term Growers ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #982 holding.
  • &Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's Harbor Long-Term Growers ETF position peaked at $2.38M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.