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Atomi Financial Group’s Helios Technologies HLIO Stock Holding History

Atomi Financial Group’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 		$302K Buy
3,387
+5
+0.1% +$384 0.01% 1028
2026
Q1 		$219K Buy
+3,382
New +$227K 0.01% 1117

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

Atomi Financial Group's HLIO Position: Q2 2026 in Review

Atomi Financial Group increased its Helios Technologies (HLIO) stake by 0.15% in Q2 2026, buying an estimated $384 and bringing the position to 3,387 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1028.

Atomi Financial Group first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Atomi Financial Group held 3,387 shares of Helios Technologies worth $302K as of Q2 2026.
  • Atomi Financial Group bought 5 Helios Technologies shares in Q2 2026, an estimated $384.
  • Helios Technologies made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1028 holding.
  • Atomi Financial Group first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.