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Private Wealth Management Group’s Harmonic Inc HLIT Stock Holding History

Private Wealth Management Group’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
2025
Q3 		– Sell
-42
Closed -$398 – 1505
2025
Q2 		$398 Hold
42
– – ﹤0.01% 1435
2025
Q1 		$403 Hold
42
– – ﹤0.01% 1423
2024
Q4 		$556 Hold
42
– – ﹤0.01% 1427
2024
Q3 		$612 Hold
42
– – ﹤0.01% 1394
2024
Q2 		$495 Hold
42
– – ﹤0.01% 1454
2024
Q1 		$565 Hold
42
– – ﹤0.01% 1420
2023
Q4 		$548 Buy
+42
New +$449 ﹤0.01% 1443

Other funds holding HLIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Wealth Management Group's HLIT Position: Q3 2025 in Review

Private Wealth Management Group sold out of Harmonic Inc (HLIT) in Q3 2025, closing a stake of 42 shares — an estimated $398 sold.

Private Wealth Management Group first reported a position in HLIT in Q4 2023 and held it in 7 quarters. The position peaked at $612 in Q3 2024. 241 funds tracked by Wall St. Rank hold HLIT as of Q3 2025.

  • Private Wealth Management Group reported no remaining Harmonic Inc position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 42 Harmonic Inc shares in Q3 2025, an estimated $398.
  • Private Wealth Management Group first reported a position in Harmonic Inc in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Harmonic Inc position peaked at $612 in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.