Rockefeller Capital Management
WINN icon

Rockefeller Capital Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Rockefeller Capital Management’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 		$3.57M Sell
128,638
-3,297
-2% -$97.8K 0.01% 1058
2025
Q4 		$4.1M Buy
131,935
+118,152
+857% +$3.7M 0.01% 948
2025
Q3 		$429K Sell
13,783
-226
-2% -$6.8K ﹤0.01% 1843
2025
Q2 		$408K Buy
14,009
+34
+0.2% +$890 ﹤0.01% 1602
2025
Q1 		$342K Hold
13,975
– – ﹤0.01% 1574
2024
Q4 		$380K Buy
+13,975
New +$375K ﹤0.01% 1545

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

Rockefeller Capital Management's WINN Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 2.5% in Q1 2026, selling an estimated $97.8K and leaving 128,638 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #1058.

Rockefeller Capital Management first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.1M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Rockefeller Capital Management held 128,638 shares of Harbor Long-Term Growers ETF worth $3.57M as of Q1 2026.
  • Rockefeller Capital Management sold 3,297 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $97.8K.
  • Harbor Long-Term Growers ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1058 holding.
  • Rockefeller Capital Management first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Harbor Long-Term Growers ETF position peaked at $4.1M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.