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Atom Investors’s Helios Technologies HLIO Stock Holding History

Atom Investors’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 		$1.79M Sell
20,091
-10,430
-34% -$801K 0.16% 196
2026
Q1 		$1.98M Buy
+30,521
New +$2.04M 0.14% 249

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Atom Investors's HLIO Position: Q2 2026 in Review

Atom Investors reduced its Helios Technologies (HLIO) stake by 34% in Q2 2026, selling an estimated $801K and leaving 20,091 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #196.

Atom Investors first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.98M in Q1 2026. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Atom Investors held 20,091 shares of Helios Technologies worth $1.79M as of Q2 2026.
  • Atom Investors sold 10,430 Helios Technologies shares in Q2 2026, an estimated $801K.
  • Helios Technologies made up 0.16% of Atom Investors's portfolio in Q2 2026, its #196 holding.
  • Atom Investors first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • Atom Investors's Helios Technologies position peaked at $1.98M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.