Ameritas Advisory Services’s Helios Technologies HLIO Stock Holding History

Ameritas Advisory Services’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 Q3	$506K	Buy	7,448 +400	+6%	+$30.4K	0.01%	786
2026 Q2	$629K	Sell	7,048 -20	-0.3%	-$1.54K	0.01%	710
2026 Q1	$457K	Hold	7,068	–	–	0.02%	604
2025 Q4	$378K	Buy	+7,068	New	+$381K	0.01%	674
2025 Q2	–	Sell	-7,048	Closed	-$226K	–	2845
2025 Q1	$226K	Hold	7,048	–	–	0.01%	782
2024 Q4	$315K	Buy	+7,048	New	+$349K	0.01%	713
2024 Q3	–	Sell	-7,048	Closed	-$337K	–	887
2024 Q2	$337K	Hold	7,048	–	–	0.01%	700
2024 Q1	$315K	Buy	+7,048	New	+$303K	0.01%	693
2023 Q4	–	Sell	-7,048	Closed	-$391K	–	764
2023 Q3	$391K	Buy	+7,048	New	+$419K	0.02%	563
2023 Q2	–	Sell	-7,048	Closed	-$435K	–	1422
2023 Q1	$435K	Hold	7,048	–	–	0.02%	523
2022 Q4	$384K	Hold	7,048	–	–	0.02%	625
2022 Q3	$357K	Hold	7,048	–	–	0.02%	528
2022 Q2	$467K	Hold	7,048	–	–	0.03%	474
2022 Q1	$566K	Hold	7,048	–	–	0.02%	470
2021 Q4	$741K	Buy	+7,048	New	+$685K	0.03%	399

Other funds holding HLIO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Ameritas Advisory Services's HLIO Position: Q3 2026 in Review

Ameritas Advisory Services increased its Helios Technologies (HLIO) stake by 5.7% in Q3 2026, buying an estimated $30.4K and bringing the position to 7,448 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #786.

Ameritas Advisory Services first reported a position in HLIO in Q4 2021 and has held it in 15 quarters since. The position peaked at $741K in Q4 2021. 215 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

Ameritas Advisory Services held 7,448 shares of Helios Technologies worth $506K as of Q3 2026.
Ameritas Advisory Services bought 400 Helios Technologies shares in Q3 2026, an estimated $30.4K.
Helios Technologies made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #786 holding.
Ameritas Advisory Services first reported a position in Helios Technologies in Q4 2021 and has held it in 15 quarters since.
Ameritas Advisory Services's Helios Technologies position peaked at $741K in Q4 2021.
215 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.