Amalgamated Bank’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,043
| Closed | -$56K | – | 2155 |
|
|
2025
Q4 | $56K | Sell |
1,043
-126
| -11% | -$6.79K | ﹤0.01% | 1804 |
|
|
2025
Q3 | $61K | Hold |
1,169
| – | – | ﹤0.01% | 1786 |
|
|
2025
Q2 | $39K | Hold |
1,169
| – | – | ﹤0.01% | 1894 |
|
|
2025
Q1 | $38K | Buy |
1,169
+4
| +0.3% | +$161 | ﹤0.01% | 1860 |
|
|
2024
Q4 | $52K | Hold |
1,165
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q3 | $56K | Hold |
1,165
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q2 | $56K | Buy |
1,165
+51
| +5% | +$2.44K | ﹤0.01% | 1831 |
|
|
2024
Q1 | $50K | Sell |
1,114
-3,537
| -76% | -$152K | ﹤0.01% | 1869 |
|
|
2023
Q4 | $211K | Sell |
4,651
-331
| -7% | -$15.3K | ﹤0.01% | 1780 |
|
|
2023
Q3 | $276K | Hold |
4,982
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q2 | $329K | Buy |
4,982
+370
| +8% | +$21.9K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $302K | Sell |
4,612
-798
| -15% | -$51.9K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $295K | Buy |
5,410
+175
| +3% | +$9.43K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $265K | Buy |
5,235
+80
| +2% | +$4.84K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $342K | Sell |
5,155
-139
| -3% | -$9.64K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $425K | Sell |
5,294
-398
| -7% | -$31.7K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $599K | Sell |
5,692
-62
| -1% | -$6.02K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $472K | Sell |
5,754
-354
| -6% | -$28.9K | ﹤0.01% | 1607 |
|
|
2021
Q2 | $477K | Buy |
6,108
+2,753
| +82% | +$201K | ﹤0.01% | 1671 |
|
|
2021
Q1 | $244K | Buy |
+3,355
| New | +$215K | 0.01% | 1371 |
|
|
2020
Q1 | – | Sell |
-5,511
| Closed | -$255K | – | 1722 |
|
|
2019
Q4 | $255K | Buy |
5,511
+290
| +6% | +$12.4K | ﹤0.01% | 1502 |
|
|
2019
Q3 | $212K | Sell |
5,221
-36
| -0.7% | -$1.57K | ﹤0.01% | 1513 |
|
|
2019
Q2 | $244K | Buy |
5,257
+848
| +19% | +$39.6K | 0.01% | 1475 |
|
|
2019
Q1 | $205K | Buy |
+4,409
| New | +$176K | 0.01% | 1497 |
|
|
2018
Q3 | – | Sell |
-4,378
| Closed | -$211K | – | 1521 |
|
|
2018
Q2 | $211K | Buy |
+4,378
| New | +$221K | 0.01% | 1547 |
|
|
2018
Q1 | – | Sell |
-3,213
| Closed | -$208K | – | 1629 |
|
|
2017
Q4 | $208K | Buy |
+3,213
| New | +$188K | 0.01% | 1486 |
|
Other funds holding HLIO
CCA
SBF
Amalgamated Bank's HLIO Position: Q1 2026 in Review
Amalgamated Bank sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 1,043 shares — an estimated $56K sold.
Amalgamated Bank first reported a position in HLIO in Q4 2017 and held it in 26 quarters. The position peaked at $599K in Q4 2021. 252 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.
- Amalgamated Bank reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
- Amalgamated Bank sold 1,043 Helios Technologies shares in Q1 2026, an estimated $56K.
- Amalgamated Bank first reported a position in Helios Technologies in Q4 2017 and held it in 26 quarters.
- Amalgamated Bank's Helios Technologies position peaked at $599K in Q4 2021.
- 252 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.
Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.