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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
Q2 		$2.09K Sell
128
-524
-80% -$6.69K ﹤0.01% 1391
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's HLIT Position: Q2 2026 in Review

SHP Wealth Management reduced its Harmonic Inc (HLIT) stake by 80% in Q2 2026, selling an estimated $6.69K and leaving 128 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

SHP Wealth Management first reported a position in HLIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.86K in Q1 2026. 259 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • SHP Wealth Management held 128 shares of Harmonic Inc worth $2.09K as of Q2 2026.
  • SHP Wealth Management sold 524 Harmonic Inc shares in Q2 2026, an estimated $6.69K.
  • Harmonic Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1391 holding.
  • SHP Wealth Management first reported a position in Harmonic Inc in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Harmonic Inc position peaked at $5.86K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.