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SHP Wealth Management’s Harmonic Inc HLIT Stock Holding History

SHP Wealth Management’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 		$5.86K Buy
+652
New +$6.47K ﹤0.01% 1033

Other funds holding HLIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's HLIT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Harmonic Inc (HLIT) in Q1 2026: 652 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

248 funds tracked by Wall St. Rank hold HLIT as of Q1 2026.

  • SHP Wealth Management held 652 shares of Harmonic Inc worth $5.86K as of Q1 2026.
  • Harmonic Inc was a new SHP Wealth Management position in Q1 2026.
  • Harmonic Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1033 holding.
  • 248 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.