Arax Advisory Partners’s Helios Technologies HLIO Stock Holding History

Arax Advisory Partners’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	$66.2K	Buy	742 +608	+454%	+$46.7K	﹤0.01%	3047
2026 Q1	$8.81K	Buy	134 +49	+58%	+$3.28K	﹤0.01%	2510
2025 Q4	$4.55K	Sell	85 -643	-88%	-$34.7K	﹤0.01%	2907
2025 Q3	$38K	Buy	728 +668	+1,113%	+$31.2K	﹤0.01%	1969
2025 Q2	$2K	Buy	+60	New	+$1.81K	﹤0.01%	2564
2025 Q1	–	Sell	-161	Closed	-$7.19K	–	2845
2024 Q4	$7.19K	Sell	161 -4	-2%	-$198	﹤0.01%	1610
2024 Q3	$7.87K	Hold	165	–	–	﹤0.01%	1512
2024 Q2	$7.88K	Buy	+165	New	+$7.9K	﹤0.01%	1386
2023 Q3	–	Sell	-8	Closed	-$529	–	1335
2023 Q2	$529	Sell	8 -8	-50%	-$474	﹤0.01%	1204
2023 Q1	$1.05K	Hold	16	–	–	﹤0.01%	1093
2022 Q4	$871	Hold	16	–	–	﹤0.01%	1104
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1085
2022 Q2	$1K	Sell	16 -2	-11%	-$139	﹤0.01%	1052
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1039
2021 Q4	$2K	Buy	+18	New	+$1.75K	﹤0.01%	885

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

Arax Advisory Partners's HLIO Position: Q2 2026 in Review

Arax Advisory Partners increased its Helios Technologies (HLIO) stake by 454% in Q2 2026, buying an estimated $46.7K and bringing the position to 742 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Arax Advisory Partners first reported a position in HLIO in Q4 2021 and has held it in 15 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Arax Advisory Partners held 742 shares of Helios Technologies worth $66.2K as of Q2 2026.
Arax Advisory Partners bought 608 Helios Technologies shares in Q2 2026, an estimated $46.7K.
Helios Technologies made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3047 holding.
Arax Advisory Partners first reported a position in Helios Technologies in Q4 2021 and has held it in 15 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.