Bell Investment Advisors’s Helios Technologies HLIO Stock Holding History

Bell Investment 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	$1.52K	Buy	17 +7	+70%	+$537	﹤0.01%	1433
2026 Q1	$648	Hold	10	–	–	﹤0.01%	1652
2025 Q4	$535	Hold	10	–	–	﹤0.01%	1726
2025 Q3	$522	Hold	10	–	–	﹤0.01%	1753
2025 Q2	$334	Hold	10	–	–	﹤0.01%	1824
2025 Q1	$321	Hold	10	–	–	﹤0.01%	1842
2024 Q4	$447	Hold	10	–	–	﹤0.01%	1805
2024 Q3	$477	Hold	10	–	–	﹤0.01%	1790
2024 Q2	$478	Hold	10	–	–	﹤0.01%	1831
2024 Q1	$447	Hold	10	–	–	﹤0.01%	1851
2023 Q4	$454	Hold	10	–	–	﹤0.01%	1856
2023 Q3	$555	Sell	10 -10	-50%	-$594	﹤0.01%	1750
2023 Q2	$1.32K	Sell	20 -9	-31%	-$533	﹤0.01%	1488
2023 Q1	$1.9K	Sell	29 -37	-56%	-$2.41K	﹤0.01%	1297
2022 Q4	$3.59K	Buy	66 +20	+43%	+$1.08K	﹤0.01%	980
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	1119
2022 Q2	$3K	Buy	+46	New	+$3.19K	﹤0.01%	949
2021 Q4	$5K	Buy	+46	New	+$4.47K	﹤0.01%	764

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bell Investment Advisors's HLIO Position: Q2 2026 in Review

Bell Investment Advisors increased its Helios Technologies (HLIO) stake by 70% in Q2 2026, buying an estimated $537 and bringing the position to 17 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Bell Investment Advisors first reported a position in HLIO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5K in Q4 2021. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Bell Investment Advisors held 17 shares of Helios Technologies worth $1.52K as of Q2 2026.
Bell Investment Advisors bought 7 Helios Technologies shares in Q2 2026, an estimated $537.
Helios Technologies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1433 holding.
Bell Investment Advisors first reported a position in Helios Technologies in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Helios Technologies position peaked at $5K in Q4 2021.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.