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Bare Financial Services’s Helios Technologies HLIO Stock Holding History

Bare Financial 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
Q2 		$3.21K Buy
36
+15
+71% +$1.15K ﹤0.01% 1008
2026
Q1 		$1.36K Buy
21
+8
+62% +$536 ﹤0.01% 1125
2025
Q4 		$695 Sell
13
-9
-41% -$485 ﹤0.01% 1239
2025
Q3 		$1.15K Hold
22
– – ﹤0.01% 980
2025
Q2 		$734 Buy
+22
New +$663 ﹤0.01% 995

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

Bare Financial Services's HLIO Position: Q2 2026 in Review

Bare Financial Services increased its Helios Technologies (HLIO) stake by 71% in Q2 2026, buying an estimated $1.15K and bringing the position to 36 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Bare Financial Services first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Bare Financial Services held 36 shares of Helios Technologies worth $3.21K as of Q2 2026.
  • Bare Financial Services bought 15 Helios Technologies shares in Q2 2026, an estimated $1.15K.
  • Helios Technologies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1008 holding.
  • Bare Financial Services first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.