Carson Wealth (CWM LLC)
HLIT icon

Carson Wealth (CWM LLC)’s Harmonic Inc HLIT Stock Holding History

Carson Wealth (CWM 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
Q1 		$322K Buy
35,809
+280
+0.8% +$2.78K ﹤0.01% 2334
2025
Q4 		$351K Buy
35,529
+7,267
+26% +$73.2K ﹤0.01% 2154
2025
Q3 		$288K Buy
28,262
+1,376
+5% +$13K ﹤0.01% 2166
2025
Q2 		$255K Buy
26,886
+19,767
+278% +$180K ﹤0.01% 1972
2025
Q1 		$68K Buy
7,119
+4,058
+133% +$44.7K ﹤0.01% 2721
2024
Q4 		$40K Sell
3,061
-5,378
-64% -$70.1K ﹤0.01% 2959
2024
Q3 		$123K Buy
8,439
+6,184
+274% +$82.6K ﹤0.01% 2064
2024
Q2 		$27K Buy
2,255
+1,999
+781% +$22.6K ﹤0.01% 2915
2024
Q1 		$3K Buy
256
+11
+4% +$140 ﹤0.01% 3844
2023
Q4 		$3K Sell
245
-1,165
-83% -$12.4K ﹤0.01% 3698
2023
Q3 		$14K Buy
1,410
+822
+140% +$9.8K ﹤0.01% 2916
2023
Q2 		$10K Buy
588
+9
+2% +$144 ﹤0.01% 3078
2023
Q1 		$8K Buy
579
+96
+20% +$1.32K ﹤0.01% 3077
2022
Q4 		$6K Buy
483
+78
+19% +$1.09K ﹤0.01% 3077
2022
Q3 		$5K Buy
405
+193
+91% +$2.08K ﹤0.01% 3069
2022
Q2 		$2K Sell
212
-294
-58% -$2.65K ﹤0.01% 3348
2022
Q1 		$5K Buy
506
+234
+86% +$2.29K ﹤0.01% 2835
2021
Q4 		$3K Buy
+272
New +$2.8K ﹤0.01% 2983

Other funds holding HLIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLIT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Harmonic Inc (HLIT) stake by 0.79% in Q1 2026, buying an estimated $2.78K and bringing the position to 35,809 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Carson Wealth (CWM LLC) first reported a position in HLIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $351K in Q4 2025. 248 funds tracked by Wall St. Rank hold HLIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,809 shares of Harmonic Inc worth $322K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 280 Harmonic Inc shares in Q1 2026, an estimated $2.78K.
  • Harmonic Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2334 holding.
  • Carson Wealth (CWM LLC) first reported a position in Harmonic Inc in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Harmonic Inc position peaked at $351K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.