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EverSource Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

EverSource 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 		$6.74K Sell
413
-85
-17% -$1.08K ﹤0.01% 3133
2026
Q1 		$4.47K Sell
498
-658
-57% -$6.53K ﹤0.01% 3318
2025
Q4 		$11.4K Buy
1,156
+129
+13% +$1.3K ﹤0.01% 2728
2025
Q3 		$10.5K Buy
1,027
+135
+15% +$1.27K ﹤0.01% 2803
2025
Q2 		$8.45K Buy
892
+700
+365% +$6.39K ﹤0.01% 2914
2025
Q1 		$1.84K Buy
192
+3
+2% +$33 ﹤0.01% 2962
2024
Q4 		$2.5K Buy
189
+20
+12% +$261 ﹤0.01% 2630
2024
Q3 		$2.46K Hold
169
– – ﹤0.01% 2475
2024
Q2 		$2.48K Buy
169
+45
+36% +$508 ﹤0.01% 2478
2024
Q1 		$1.33K Buy
+124
New +$1.58K ﹤0.01% 2494
2022
Q3 		– Sell
-140
Closed -$1K – 2027
2022
Q2 		$1K Hold
140
– – ﹤0.01% 1635
2022
Q1 		$1K Hold
140
– – ﹤0.01% 1644
2021
Q4 		$2K Buy
+140
New +$1.44K ﹤0.01% 1553

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Harmonic Inc (HLIT) stake by 17% in Q2 2026, selling an estimated $1.08K and leaving 413 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

EverSource Wealth Advisors first reported a position in HLIT in Q4 2021 and has held it in 13 quarters since. The position peaked at $11.4K in Q4 2025. 259 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • EverSource Wealth Advisors held 413 shares of Harmonic Inc worth $6.74K as of Q2 2026.
  • EverSource Wealth Advisors sold 85 Harmonic Inc shares in Q2 2026, an estimated $1.08K.
  • Harmonic Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3133 holding.
  • EverSource Wealth Advisors first reported a position in Harmonic Inc in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Harmonic Inc position peaked at $11.4K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.