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 Q2	$7.21M	Buy	222,109 +93,471	+73%	+$2.96M	0.01%	827
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

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

Rockefeller Capital Management's WINN Position: Q2 2026 in Review

Rockefeller Capital Management increased its Harbor Long-Term Growers ETF (WINN) stake by 73% in Q2 2026, buying an estimated $2.96M and bringing the position to 222,109 shares worth $7.21M. The position accounts for 0.01% of the portfolio, ranked #827.

Rockefeller Capital Management first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Rockefeller Capital Management held 222,109 shares of Harbor Long-Term Growers ETF worth $7.21M as of Q2 2026.
Rockefeller Capital Management bought 93,471 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $2.96M.
Harbor Long-Term Growers ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #827 holding.
Rockefeller Capital Management first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.