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Clearstead Advisors’s Harmonic Inc HLIT Stock Holding History

Clearstead Advisors’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 		– Sell
-20
Closed -$198 – 2520
2025
Q4 		$198 Sell
20
-317
-94% -$3.19K ﹤0.01% 2420
2025
Q3 		$3.43K Sell
337
-408
-55% -$3.85K ﹤0.01% 2297
2025
Q2 		$7.06K Buy
+745
New +$6.8K ﹤0.01% 2004
2024
Q1 		– Sell
-1,225
Closed -$16K – 1578
2023
Q4 		$16K Buy
+1,225
New +$13.1K ﹤0.01% 980

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 $3.38T AUM 44.17% 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

Clearstead Advisors's HLIT Position: Q1 2026 in Review

Clearstead Advisors sold out of Harmonic Inc (HLIT) in Q1 2026, closing a stake of 20 shares — an estimated $198 sold.

Clearstead Advisors first reported a position in HLIT in Q4 2023 and held it in 4 quarters. The position peaked at $16K in Q4 2023. 249 funds tracked by Wall St. Rank hold HLIT as of Q1 2026.

  • Clearstead Advisors reported no remaining Harmonic Inc position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 20 Harmonic Inc shares in Q1 2026, an estimated $198.
  • Clearstead Advisors first reported a position in Harmonic Inc in Q4 2023 and held it in 4 quarters.
  • Clearstead Advisors's Harmonic Inc position peaked at $16K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.