Aberdeen Group
HLIO icon

Aberdeen Group’s Helios Technologies HLIO Stock Holding History

Aberdeen Group’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7M Buy
289,233
+33,460
+13% +$2.24M 0.03% 446
2025
Q4 		$13.7M Buy
+255,773
New +$13.8M 0.02% 544
2022
Q4 		– Sell
-529,960
Closed -$26.8M – 918
2022
Q3 		$26.8M Buy
529,960
+10,796
+2% +$653K 0.08% 268
2022
Q2 		$34M Sell
519,164
-155,002
-23% -$10.7M 0.11% 202
2022
Q1 		$52.6M Buy
674,166
+40,554
+6% +$3.23M 0.13% 157
2021
Q4 		$66.6M Sell
633,612
-10,674
-2% -$1.04M 0.15% 150
2021
Q3 		$52.9M Buy
644,286
+503,565
+358% +$41.1M 0.12% 174
2021
Q2 		$11M Buy
+140,721
New +$10.3M 0.02% 476

Other funds holding HLIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return