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

Sittner & Nelson’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	$2.43M	Buy	87,478 +34,723	+66%	+$1.03M	0.89%	26
2025 Q4	$1.56M	Buy	52,755 +9,160	+21%	+$287K	0.55%	37
2025 Q3	$1.36M	Buy	43,595 +1,500	+4%	+$45.1K	0.49%	39
2025 Q2	$1.23M	Sell	42,095 -2,600	-6%	-$68K	0.49%	39
2025 Q1	$1.1M	Buy	44,695 +6,000	+16%	+$161K	0.47%	38
2024 Q4	$1.05M	Buy	38,695 +15,825	+69%	+$424K	0.46%	42
2024 Q3	$586K	Buy	22,870 +3,870	+20%	+$96.3K	0.26%	62
2024 Q2	$481K	Sell	19,000 -1,030	-5%	-$24.4K	0.24%	63
2024 Q1	$470K	Buy	20,030 +5,140	+35%	+$115K	0.24%	69
2023 Q4	$308K	Hold	14,890	–	–	0.16%	86
2023 Q3	$266K	Hold	14,890	–	–	0.15%	91
2023 Q2	$276K	Hold	14,890	–	–	0.15%	92
2023 Q1	$240K	Sell	14,890 -200	-1%	-$2.99K	0.14%	105
2022 Q4	$205K	Buy	15,090 +10,740	+247%	+$152K	0.13%	112
2022 Q3	$60K	Hold	4,350	–	–	0.04%	195
2022 Q2	$61K	Buy	+4,350	New	+$69K	0.04%	198

Other funds holding WINN

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M 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 27.49% 1-Year Est. Return

LCM

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

Sittner & Nelson's WINN Position: Q1 2026 in Review

Sittner & Nelson increased its Harbor Long-Term Growers ETF (WINN) stake by 66% in Q1 2026, buying an estimated $1.03M and bringing the position to 87,478 shares worth $2.43M. The position accounts for 0.89% of the portfolio, ranked #26.

Sittner & Nelson first reported a position in WINN in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Sittner & Nelson held 87,478 shares of Harbor Long-Term Growers ETF worth $2.43M as of Q1 2026.
Sittner & Nelson bought 34,723 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $1.03M.
Harbor Long-Term Growers ETF made up 0.89% of Sittner & Nelson's portfolio in Q1 2026, its #26 holding.
Sittner & Nelson first reported a position in Harbor Long-Term Growers ETF in Q2 2022 and has held it in 16 quarters since.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.