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EP Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

EP Wealth 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
Q2 		– Sell
-19,119
Closed -$172K – 1786
2026
Q1 		$172K Sell
19,119
-3,576
-16% -$35.5K ﹤0.01% 1423
2025
Q4 		$224K Buy
+22,695
New +$229K ﹤0.01% 1317
2025
Q2 		$219K Sell
23,107
-153
-0.7% -$1.4K ﹤0.01% 1202
2025
Q1 		$223K Buy
+23,260
New +$256K ﹤0.01% 1083

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

EP Wealth Advisors's HLIT Position: Q2 2026 in Review

EP Wealth Advisors sold out of Harmonic Inc (HLIT) in Q2 2026, closing a stake of 19,119 shares — an estimated $172K sold.

EP Wealth Advisors first reported a position in HLIT in Q1 2025 and held it in 4 quarters. The position peaked at $224K in Q4 2025. 260 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Harmonic Inc position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 19,119 Harmonic Inc shares in Q2 2026, an estimated $172K.
  • EP Wealth Advisors first reported a position in Harmonic Inc in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Harmonic Inc position peaked at $224K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.