Root Financial Partners
HLIT icon

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
Q3 		$2.14K Buy
+203
New +$2.46K ﹤0.01% 2610
2026
Q2 		– Sell
-146
Closed -$1.31K – 1620
2026
Q1 		$1.31K Buy
+146
New +$1.45K ﹤0.01% 2490

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First Eagle Investment Management
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Leeward Investments
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SBCM
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Hillsdale Investment Management
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Root Financial Partners's HLIT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Harmonic Inc (HLIT) in Q3 2026: 203 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #2610 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HLIT as recently as Q1 2026.

Root Financial Partners first reported a position in HLIT in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

  • Root Financial Partners held 203 shares of Harmonic Inc worth $2.14K as of Q3 2026.
  • Harmonic Inc was a new Root Financial Partners position in Q3 2026.
  • Harmonic Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2610 holding.
  • Root Financial Partners first reported a position in Harmonic Inc in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.