&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 Q2	$1.48M	Sell	45,598 -16,369	-26%	-$519K	0.01%	1191
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

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 $59.8B AUM 29.42% 1-Year Est. Return

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 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

&Partners's WINN Position: Q2 2026 in Review

&Partners reduced its Harbor Long-Term Growers ETF (WINN) stake by 26% in Q2 2026, selling an estimated $519K and leaving 45,598 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1191.

&Partners first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

&Partners held 45,598 shares of Harbor Long-Term Growers ETF worth $1.48M as of Q2 2026.
&Partners sold 16,369 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $519K.
Harbor Long-Term Growers ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1191 holding.
&Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's Harbor Long-Term Growers ETF position peaked at $2.38M in Q4 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.