Valued Wealth Advisors’s Harmonic Inc HLIT Stock Holding History

Valued Wealth Advisors’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	–	Sell	-54	Closed	-$882	–	950
2026 Q2	$882	Buy	+54	New	+$689	﹤0.01%	791

Other funds holding HLIT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Valued Wealth Advisors's HLIT Position: Q3 2026 in Review

Valued Wealth Advisors sold out of Harmonic Inc (HLIT) in Q3 2026, closing a stake of 54 shares — an estimated $882 sold.

Valued Wealth Advisors first reported a position in HLIT in Q2 2026 and held it in 1 quarter. The position peaked at $882 in Q2 2026. 201 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

Valued Wealth Advisors reported no remaining Harmonic Inc position as of Q3 2026 after selling out during the quarter.
Valued Wealth Advisors sold 54 Harmonic Inc shares in Q3 2026, an estimated $882.
Valued Wealth Advisors first reported a position in Harmonic Inc in Q2 2026 and held it in 1 quarter.
Valued Wealth Advisors's Harmonic Inc position peaked at $882 in Q2 2026.
201 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.