Wealth Enhancement Advisory Services
HLIT icon

Wealth Enhancement Advisory Services’s Harmonic Inc HLIT Stock Holding History

Wealth Enhancement Advisory Services’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 		$676K Sell
48,114
-1,033
-2% -$13.2K ﹤0.01% 2409
2026
Q1 		$452K Sell
49,147
-3,907
-7% -$38.8K ﹤0.01% 2398
2025
Q4 		$534K Buy
53,054
+7,413
+16% +$74.7K ﹤0.01% 2422
2025
Q3 		$475K Sell
45,641
-3,389
-7% -$31.9K ﹤0.01% 2409
2025
Q2 		$481K Buy
49,030
+16,672
+52% +$152K ﹤0.01% 2255
2025
Q1 		$310K Buy
32,358
+501
+2% +$5.52K ﹤0.01% 2425
2024
Q4 		$421K Sell
31,857
-3,508
-10% -$45.8K ﹤0.01% 2114
2024
Q3 		$515K Buy
35,365
+5,414
+18% +$72.3K ﹤0.01% 1819
2024
Q2 		$353K Sell
29,951
-4,952
-14% -$55.9K ﹤0.01% 1873
2024
Q1 		$469K Sell
34,903
-8,776
-20% -$112K ﹤0.01% 1624
2023
Q4 		$570K Buy
43,679
+7,280
+20% +$77.8K ﹤0.01% 1426
2023
Q3 		$351K Buy
+36,399
New +$434K ﹤0.01% 1640

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

Wealth Enhancement Advisory Services's HLIT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Harmonic Inc (HLIT) stake by 2.1% in Q2 2026, selling an estimated $13.2K and leaving 48,114 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Wealth Enhancement Advisory Services first reported a position in HLIT in Q3 2023 and has held it in 12 quarters since. 259 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,114 shares of Harmonic Inc worth $676K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,033 Harmonic Inc shares in Q2 2026, an estimated $13.2K.
  • Harmonic Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2409 holding.
  • Wealth Enhancement Advisory Services first reported a position in Harmonic Inc in Q3 2023 and has held it in 12 quarters since.
  • 259 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.