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

Raymond James 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	$55.2M	Buy	1,990,191 +78,268	+4%	+$2.32M	0.02%	802
2025 Q4	$59.5M	Buy	1,911,923 +278,323	+17%	+$8.72M	0.02%	740
2025 Q3	$50.9M	Buy	1,633,600 +562,235	+52%	+$16.9M	0.02%	797
2025 Q2	$31.2M	Buy	1,071,365 +37,443	+4%	+$980K	0.01%	1062
2025 Q1	$25.3M	Buy	1,033,922 +274,280	+36%	+$7.38M	0.01%	1130
2024 Q4	$20.7M	Buy	+759,642	New	+$20.4M	0.01%	1290

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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

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 27.5% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial's WINN Position: Q1 2026 in Review

Raymond James Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 4.1% in Q1 2026, buying an estimated $2.32M and bringing the position to 1,990,191 shares worth $55.2M. The position accounts for 0.02% of the portfolio, ranked #802.

Raymond James Financial first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.5M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Raymond James Financial held 1,990,191 shares of Harbor Long-Term Growers ETF worth $55.2M as of Q1 2026.
Raymond James Financial bought 78,268 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $2.32M.
Harbor Long-Term Growers ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #802 holding.
Raymond James Financial first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Harbor Long-Term Growers ETF position peaked at $59.5M in Q4 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.