Steward Partners Investment Advisory’s Harmonic Inc HLIT Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-4,000	Closed	-$38.4K	–	4184
2025 Q1	$38.4K	Hold	4,000	–	–	﹤0.01%	2509
2024 Q4	$52.9K	Hold	4,000	–	–	﹤0.01%	2304
2024 Q3	$58.3K	Hold	4,000	–	–	﹤0.01%	2152
2024 Q2	$47.1K	Hold	4,000	–	–	﹤0.01%	2138
2024 Q1	$53.8K	Hold	4,000	–	–	﹤0.01%	2078
2023 Q4	$52.2K	Hold	4,000	–	–	﹤0.01%	1972
2023 Q3	$38.5K	Buy	4,000 +3,760	+1,567%	+$44.8K	﹤0.01%	2031
2023 Q2	$3.88K	Hold	240	–	–	﹤0.01%	2873
2023 Q1	$3.5K	Buy	240 +140	+140%	+$1.93K	﹤0.01%	2896
2022 Q4	$1.31K	Buy	+100	New	+$1.4K	﹤0.01%	3094
2022 Q2	–	Sell	-500	Closed	-$5K	–	3299
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	2884
2021 Q4	$6K	Buy	+500	New	+$5.15K	﹤0.01%	2762

Other funds holding HLIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Partners Investment Advisory's HLIT Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Harmonic Inc (HLIT) in Q2 2025, closing a stake of 4,000 shares — an estimated $38.4K sold.

Steward Partners Investment Advisory first reported a position in HLIT in Q4 2021 and held it in 12 quarters. The position peaked at $58.3K in Q3 2024. 245 funds tracked by Wall St. Rank hold HLIT as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Harmonic Inc position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,000 Harmonic Inc shares in Q2 2025, an estimated $38.4K.
Steward Partners Investment Advisory first reported a position in Harmonic Inc in Q4 2021 and held it in 12 quarters.
Steward Partners Investment Advisory's Harmonic Inc position peaked at $58.3K in Q3 2024.
245 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.