Rothwell Investment Advisors, LLC’s Harmonic Inc HLIT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HLIT Stock Details HLIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38K	Buy	+3,600	New	+$43.6K	0.02%	480

Other funds holding HLIT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HLIT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Harmonic Inc (HLIT) in Q3 2026: 3,600 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #480 among its holdings.

99 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,600 shares of Harmonic Inc worth $38K as of Q3 2026.
Harmonic Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Harmonic Inc made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #480 holding.
99 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.