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True Wealth Design’s Harmonic Inc HLIT Stock Holding History

True Wealth Design’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 		$4.92K Hold
301
– – ﹤0.01% 1338
2026
Q1 		$2.7K Sell
301
-31
-9% -$308 ﹤0.01% 1424
2025
Q4 		$3.28K Buy
332
+154
+87% +$1.55K ﹤0.01% 1255
2025
Q3 		$1.81K Buy
178
+109
+158% +$1.03K ﹤0.01% 1499
2025
Q2 		$654 Sell
69
-167
-71% -$1.52K ﹤0.01% 1636
2025
Q1 		$2.26K Buy
236
+230
+3,833% +$2.53K ﹤0.01% 966
2024
Q4 		$80 Sell
6
-572
-99% -$7.46K ﹤0.01% 1291
2024
Q3 		$8.42K Buy
+578
New +$7.72K ﹤0.01% 452

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 $3.37T AUM 44.26% 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

True Wealth Design's HLIT Position: Q2 2026 in Review

True Wealth Design held its Harmonic Inc (HLIT) position steady in Q2 2026 at 301 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

True Wealth Design first reported a position in HLIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.42K in Q3 2024. 258 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • True Wealth Design held 301 shares of Harmonic Inc worth $4.92K as of Q2 2026.
  • True Wealth Design left its Harmonic Inc share count unchanged in Q2 2026.
  • Harmonic Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1338 holding.
  • True Wealth Design first reported a position in Harmonic Inc in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Harmonic Inc position peaked at $8.42K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.