Creative Planning
HLIT icon

Creative Planning’s Harmonic Inc HLIT Stock Holding History

Creative Planning’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
Q2 		$441K Buy
27,005
+10,467
+63% +$134K ﹤0.01% 3288
2026
Q1 		$149K Sell
16,538
-16,385
-50% -$163K ﹤0.01% 3816
2025
Q4 		$326K Buy
+32,923
New +$332K ﹤0.01% 3184
2025
Q2 		– Sell
-11,586
Closed -$111K – 3736
2025
Q1 		$111K Buy
11,586
+11,479
+10,728% +$126K ﹤0.01% 3233
2024
Q4 		$1.42K Buy
+107
New +$1.4K ﹤0.01% 3497
2022
Q2 		– Sell
-500
Closed -$5K – 2396
2022
Q1 		$5K Buy
+500
New +$4.9K ﹤0.01% 2244
2017
Q3 		– Sell
-655
Closed -$3K – 2683
2017
Q2 		$3K Hold
655
– – ﹤0.01% 4184
2017
Q1 		$4K Hold
655
– – ﹤0.01% 4048
2016
Q4 		$3K Buy
655
+38
+6% +$195 ﹤0.01% 4146
2016
Q3 		$4K Sell
617
-271
-31% -$1.08K ﹤0.01% 3974
2016
Q2 		$3K Buy
888
+571
+180% +$1.75K ﹤0.01% 3883
2016
Q1 		$1K Sell
317
-1,800
-85% -$5.89K ﹤0.01% 4125
2015
Q4 		$9K Buy
2,117
+1,250
+144% +$6.66K ﹤0.01% 3354
2015
Q3 		$5K Buy
+867
New +$5.27K ﹤0.01% 3605
2015
Q2 		– Sell
-429
Closed -$3K – 1896
2015
Q1 		$3K Buy
429
+21
+5% +$156 ﹤0.01% 3746
2014
Q4 		$3K Hold
408
– – ﹤0.01% 3704
2014
Q3 		$3K Buy
408
+200
+96% +$1.29K ﹤0.01% 3519
2014
Q2 		$2K Hold
208
– – ﹤0.01% 3510
2014
Q1 		$1K Sell
208
-395
-66% -$2.65K ﹤0.01% 3496
2013
Q4 		$4K Sell
603
-54
-8% -$401 ﹤0.01% 2907
2013
Q3 		$5K Sell
657
-784
-54% -$5.8K ﹤0.01% 2726
2013
Q2 		$9K Buy
+1,441
New +$8.57K ﹤0.01% 2318

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's HLIT Position: Q2 2026 in Review

Creative Planning increased its Harmonic Inc (HLIT) stake by 63% in Q2 2026, buying an estimated $134K and bringing the position to 27,005 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Creative Planning first reported a position in HLIT in Q2 2013 and has held it in 22 quarters since. 258 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • Creative Planning held 27,005 shares of Harmonic Inc worth $441K as of Q2 2026.
  • Creative Planning bought 10,467 Harmonic Inc shares in Q2 2026, an estimated $134K.
  • Harmonic Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3288 holding.
  • Creative Planning first reported a position in Harmonic Inc in Q2 2013 and has held it in 22 quarters since.
  • 258 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.