Bellevue Asset Management’s Helios Technologies HLIO Stock Holding History

Bellevue Asset Management’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	$1.43K	Buy	+16	New	+$1.23K	﹤0.01%	513

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

Bellevue Asset Management's HLIO Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 16 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Bellevue Asset Management held 16 shares of Helios Technologies worth $1.43K as of Q2 2026.
Helios Technologies was a new Bellevue Asset Management position in Q2 2026.
Helios Technologies made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #513 holding.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.