Ledgewood Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

Ledgewood 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	$391K	Sell	23,950 -5,000	-17%	-$63.8K	0.21%	51
2026 Q1	$260K	Hold	28,950	–	–	0.15%	64
2025 Q4	$286K	Sell	28,950 -1,400	-5%	-$14.1K	0.16%	63
2025 Q3	$309K	Hold	30,350	–	–	0.18%	57
2025 Q2	$287K	Hold	30,350	–	–	0.18%	58
2025 Q1	$291K	Hold	30,350	–	–	0.19%	56
2024 Q4	$402K	Hold	30,350	–	–	0.26%	48
2024 Q3	$442K	Hold	30,350	–	–	0.3%	43
2024 Q2	$357K	Hold	30,350	–	–	0.31%	39
2024 Q1	$408K	Hold	30,350	–	–	0.38%	35
2023 Q4	$396K	Buy	+30,350	New	+$324K	0.37%	38

Other funds holding HLIT

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Ledgewood Wealth Advisors reduced its Harmonic Inc (HLIT) stake by 17% in Q2 2026, selling an estimated $63.8K and leaving 23,950 shares worth $391K. The position accounts for 0.21% of the portfolio, ranked #51.

Ledgewood Wealth Advisors first reported a position in HLIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q3 2024. 17 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

Ledgewood Wealth Advisors held 23,950 shares of Harmonic Inc worth $391K as of Q2 2026.
Ledgewood Wealth Advisors sold 5,000 Harmonic Inc shares in Q2 2026, an estimated $63.8K.
Harmonic Inc made up 0.21% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Ledgewood Wealth Advisors first reported a position in Harmonic Inc in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Harmonic Inc position peaked at $442K in Q3 2024.
17 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.