Arax Advisory Partners
HLIO icon

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
Q3 		$77.8K Buy
1,145
+403
+54% +$30.6K ﹤0.01% 3002
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% 2511
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Arax Advisory Partners's HLIO Position: Q3 2026 in Review

Arax Advisory Partners increased its Helios Technologies (HLIO) stake by 54% in Q3 2026, buying an estimated $30.6K and bringing the position to 1,145 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Arax Advisory Partners first reported a position in HLIO in Q4 2021 and has held it in 16 quarters since. 215 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Arax Advisory Partners held 1,145 shares of Helios Technologies worth $77.8K as of Q3 2026.
  • Arax Advisory Partners bought 403 Helios Technologies shares in Q3 2026, an estimated $30.6K.
  • Helios Technologies made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #3002 holding.
  • Arax Advisory Partners first reported a position in Helios Technologies in Q4 2021 and has held it in 16 quarters since.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

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