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Drive Wealth Management’s Harmonic Inc HLIT Stock Holding History

Drive Wealth Management’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
2025
Q2 		– Sell
-11,566
Closed -$111K – 355
2025
Q1 		$111K Buy
+11,566
New +$127K 0.03% 314

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Drive Wealth Management's HLIT Position: Q2 2025 in Review

Drive Wealth Management sold out of Harmonic Inc (HLIT) in Q2 2025, closing a stake of 11,566 shares — an estimated $111K sold.

Drive Wealth Management first reported a position in HLIT in Q1 2025 and held it in 1 quarter. The position peaked at $111K in Q1 2025. 245 funds tracked by Wall St. Rank hold HLIT as of Q2 2025.

  • Drive Wealth Management reported no remaining Harmonic Inc position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 11,566 Harmonic Inc shares in Q2 2025, an estimated $111K.
  • Drive Wealth Management first reported a position in Harmonic Inc in Q1 2025 and held it in 1 quarter.
  • Drive Wealth Management's Harmonic Inc position peaked at $111K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.