Covestor’s Harmonic Inc HLIT Stock Holding History

Covestor’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	$8K	Sell	907 -2	-0.2%	-$20	0.01%	1563
2025 Q4	$9K	Buy	909 +25	+3%	+$252	﹤0.01%	1628
2025 Q3	$9K	Buy	884 +877	+12,529%	+$8.27K	0.01%	1660
2025 Q2	$0	Hold	7	–	–	﹤0.01%	2437
2025 Q1	$0	Hold	7	–	–	﹤0.01%	2440
2024 Q4	$0	Hold	7	–	–	﹤0.01%	2455
2024 Q3	$0	Sell	7 -12	-63%	-$160	﹤0.01%	2435
2024 Q2	$0	Sell	19 -1	-5%	-$11	﹤0.01%	2451
2024 Q1	$0	Buy	20 +12	+150%	+$153	﹤0.01%	2455
2023 Q4	$0	Sell	8 -1	-11%	-$11	﹤0.01%	2375
2023 Q3	$0	Sell	9 -2,545	-100%	-$30.3K	﹤0.01%	2364
2023 Q2	$41K	Sell	2,554 -70	-3%	-$1.12K	0.03%	858
2023 Q1	$38K	Buy	2,624 +121	+5%	+$1.67K	0.03%	816
2022 Q4	$33K	Sell	2,503 -554	-18%	-$7.73K	0.03%	883
2022 Q3	$40K	Buy	3,057 +3,050	+43,571%	+$32.9K	0.04%	780
2022 Q2	$0	Sell	7 -31	-82%	-$279	﹤0.01%	2118
2022 Q1	$0	Buy	+38	New	+$372	﹤0.01%	2267

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