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Concord Wealth Partners’s Harmonic Inc HLIT Stock Holding History

Concord Wealth Partners’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
-160
Closed -$1.58K – 447
2025
Q4 		$1.58K Hold
160
– – ﹤0.01% 709
2025
Q3 		$1.63K Hold
160
– – ﹤0.01% 722
2025
Q2 		$1.51K Hold
160
– – ﹤0.01% 742
2025
Q1 		$1.53K Buy
+160
New +$1.76K ﹤0.01% 700

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State Street
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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

Concord Wealth Partners's HLIT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Harmonic Inc (HLIT) in Q1 2026, closing a stake of 160 shares — an estimated $1.58K sold.

Concord Wealth Partners first reported a position in HLIT in Q1 2025 and held it in 4 quarters. The position peaked at $1.63K in Q3 2025. 249 funds tracked by Wall St. Rank hold HLIT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Harmonic Inc position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 160 Harmonic Inc shares in Q1 2026, an estimated $1.58K.
  • Concord Wealth Partners first reported a position in Harmonic Inc in Q1 2025 and held it in 4 quarters.
  • Concord Wealth Partners's Harmonic Inc position peaked at $1.63K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.