UBS Group’s Harbor Long-Term Growers ETF WINN Stock Holding History

UBS Group’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	–	Sell	-925	Closed	-$28.8K	–	11237
2025 Q4	$28.8K	Sell	925 -33,464	-97%	-$1.05M	﹤0.01%	7550
2025 Q3	$1.07M	Buy	+34,389	New	+$1.03M	﹤0.01%	5518
2024 Q2	–	Sell	-909	Closed	-$21.3K	–	10162
2024 Q1	$21.3K	Buy	+909	New	+$20.4K	﹤0.01%	6903

Other funds holding WINN

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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 27.5% 1-Year Est. Return

LCM

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

UBS Group's WINN Position: Q1 2026 in Review

UBS Group sold out of Harbor Long-Term Growers ETF (WINN) in Q1 2026, closing a stake of 925 shares — an estimated $28.8K sold.

UBS Group first reported a position in WINN in Q1 2024 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

UBS Group reported no remaining Harbor Long-Term Growers ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 925 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $28.8K.
UBS Group first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and held it in 3 quarters.
UBS Group's Harbor Long-Term Growers ETF position peaked at $1.07M in Q3 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.