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Steward Partners Investment Advisory’s Harbor Long-Term Growers ETF WINN Stock Holding History

Steward Partners Investment Advisory’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 		$2.39M Buy
86,363
+12,166
+16% +$361K 0.01% 791
2025
Q4 		$2.31M Buy
74,197
+5,805
+8% +$182K 0.01% 742
2025
Q3 		$2.13M Buy
68,392
+20,260
+42% +$609K 0.01% 753
2025
Q2 		$1.4M Buy
48,132
+27,985
+139% +$732K 0.01% 846
2025
Q1 		$494K Sell
20,147
-1,749
-8% -$47.1K ﹤0.01% 1221
2024
Q4 		$596K Buy
21,896
+3,526
+19% +$94.5K 0.01% 1081
2024
Q3 		$470K Buy
18,370
+9,903
+117% +$246K ﹤0.01% 1134
2024
Q2 		$214K Buy
+8,467
New +$201K ﹤0.01% 1416

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

Steward Partners Investment Advisory's WINN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Harbor Long-Term Growers ETF (WINN) stake by 16% in Q1 2026, buying an estimated $361K and bringing the position to 86,363 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #791.

Steward Partners Investment Advisory first reported a position in WINN in Q2 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Steward Partners Investment Advisory held 86,363 shares of Harbor Long-Term Growers ETF worth $2.39M as of Q1 2026.
  • Steward Partners Investment Advisory bought 12,166 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $361K.
  • Harbor Long-Term Growers ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #791 holding.
  • Steward Partners Investment Advisory first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 8 quarters since.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.