Allworth Financial’s Harmonic Inc HLIT Stock Holding History

Allworth Financial’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 Q1	$9.99K	Buy	1,112 +263	+31%	+$2.61K	﹤0.01%	3504
2025 Q4	$8.4K	Buy	849 +355	+72%	+$3.58K	﹤0.01%	3388
2025 Q3	$5.03K	Buy	494 +437	+767%	+$4.12K	﹤0.01%	3545
2025 Q2	$540	Buy	57 +27	+90%	+$246	﹤0.01%	4117
2025 Q1	$273	Sell	30 -21	-41%	-$231	﹤0.01%	3817
2024 Q4	$627	Hold	51	–	–	﹤0.01%	3544
2024 Q3	$744	Hold	51	–	–	﹤0.01%	3325
2024 Q2	$627	Sell	51 -74	-59%	-$835	﹤0.01%	3306
2024 Q1	$1.68K	Hold	125	–	–	﹤0.01%	2877
2023 Q4	$1.63K	Buy	125 +95	+317%	+$1.01K	﹤0.01%	2763
2023 Q3	$289	Buy	+30	New	+$358	﹤0.01%	3180

Other funds holding HLIT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return