Root Financial Partners’s Harmonic Inc HLIT Stock Holding History

Root Financial Partners’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	–	Sell	-146	Closed	-$1.31K	–	1620
2026 Q1	$1.31K	Buy	+146	New	+$1.45K	﹤0.01%	2490

Other funds holding HLIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's HLIT Position: Q2 2026 in Review

Root Financial Partners sold out of Harmonic Inc (HLIT) in Q2 2026, closing a stake of 146 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in HLIT in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 259 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

Root Financial Partners reported no remaining Harmonic Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 146 Harmonic Inc shares in Q2 2026, an estimated $1.31K.
Root Financial Partners first reported a position in Harmonic Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Harmonic Inc position peaked at $1.31K in Q1 2026.
259 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.