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Walsh & Associates’s Harbor Long-Term Growers ETF WINN Stock Holding History

Walsh & Associates’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 		$1.75M Buy
54,015
+26,822
+99% +$851K 1.43% 16
2026
Q1 		$754K Buy
27,193
+4,186
+18% +$124K 0.75% 26
2025
Q4 		$716K Buy
+23,007
New +$721K 0.71% 28

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Walsh & Associates's WINN Position: Q2 2026 in Review

Walsh & Associates increased its Harbor Long-Term Growers ETF (WINN) stake by 99% in Q2 2026, buying an estimated $851K and bringing the position to 54,015 shares worth $1.75M. The position accounts for 1.43% of the portfolio, ranked #16.

Walsh & Associates first reported a position in WINN in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Walsh & Associates held 54,015 shares of Harbor Long-Term Growers ETF worth $1.75M as of Q2 2026.
  • Walsh & Associates bought 26,822 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $851K.
  • Harbor Long-Term Growers ETF made up 1.43% of Walsh & Associates's portfolio in Q2 2026, its #16 holding.
  • Walsh & Associates first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.