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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
Q2 		$46K Buy
2,816
+56
+2% +$715 ﹤0.01% 1326
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 $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

Pinnacle Wealth Planning Services's HLIT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Harmonic Inc (HLIT) stake by 2% in Q2 2026, buying an estimated $715 and bringing the position to 2,816 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Pinnacle Wealth Planning Services first reported a position in HLIT in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,816 shares of Harmonic Inc worth $46K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 56 Harmonic Inc shares in Q2 2026, an estimated $715.
  • Harmonic Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1326 holding.
  • Pinnacle Wealth Planning Services first reported a position in Harmonic Inc in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.