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Pinnacle Wealth Planning Services’s Harmonic Inc HLIT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$24.8K Buy
2,760
+253
+10% +$2.51K ﹤0.01% 1578
2025
Q4 		$24.8K Buy
+2,507
New +$25.3K ﹤0.01% 1619

Other funds holding HLIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLIT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Harmonic Inc (HLIT) stake by 10% in Q1 2026, buying an estimated $2.51K and bringing the position to 2,760 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Pinnacle Wealth Planning Services first reported a position in HLIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.8K in Q4 2025. 248 funds tracked by Wall St. Rank hold HLIT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,760 shares of Harmonic Inc worth $24.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 253 Harmonic Inc shares in Q1 2026, an estimated $2.51K.
  • Harmonic Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1578 holding.
  • Pinnacle Wealth Planning Services first reported a position in Harmonic Inc in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Harmonic Inc position peaked at $24.8K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.