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 Q2	$35.5M	Buy	397,396 +108,163	+37%	+$8.3M	0.05%	292
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Aberdeen Group's HLIO Position: Q2 2026 in Review

Aberdeen Group increased its Helios Technologies (HLIO) stake by 37% in Q2 2026, buying an estimated $8.3M and bringing the position to 397,396 shares worth $35.5M. The position accounts for 0.05% of the portfolio, ranked #292.

Aberdeen Group first reported a position in HLIO in Q2 2021 and has held it in 9 quarters since. The position peaked at $66.6M in Q4 2021. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Aberdeen Group held 397,396 shares of Helios Technologies worth $35.5M as of Q2 2026.
Aberdeen Group bought 108,163 Helios Technologies shares in Q2 2026, an estimated $8.3M.
Helios Technologies made up 0.05% of Aberdeen Group's portfolio in Q2 2026, its #292 holding.
Aberdeen Group first reported a position in Helios Technologies in Q2 2021 and has held it in 9 quarters since.
Aberdeen Group's Helios Technologies position peaked at $66.6M in Q4 2021.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.