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Basecamp Wealth Advisors’s Helios Technologies HLIO Stock Holding History

Basecamp Wealth Advisors’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 		$56.7K Buy
635
+10
+2% +$768 0.01% 503
2026
Q1 		$40.4K Hold
625
– – 0.01% 607
2025
Q4 		$33.4K Buy
+625
New +$33.7K 0.01% 631

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

Basecamp Wealth Advisors's HLIO Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Helios Technologies (HLIO) stake by 1.6% in Q2 2026, buying an estimated $768 and bringing the position to 635 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #503.

Basecamp Wealth Advisors first reported a position in HLIO in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Basecamp Wealth Advisors held 635 shares of Helios Technologies worth $56.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 10 Helios Technologies shares in Q2 2026, an estimated $768.
  • Helios Technologies made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Basecamp Wealth Advisors first reported a position in Helios Technologies in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.