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 Q2	$2.7M	Sell	83,171 -3,192	-4%	-$101K	0.01%	793
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

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 $67.3B AUM 21.9% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 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

Steward Partners Investment Advisory's WINN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Harbor Long-Term Growers ETF (WINN) stake by 3.7% in Q2 2026, selling an estimated $101K and leaving 83,171 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #793.

Steward Partners Investment Advisory first reported a position in WINN in Q2 2024 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Steward Partners Investment Advisory held 83,171 shares of Harbor Long-Term Growers ETF worth $2.7M as of Q2 2026.
Steward Partners Investment Advisory sold 3,192 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $101K.
Harbor Long-Term Growers ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #793 holding.
Steward Partners Investment Advisory first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 9 quarters since.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.