Boston Partners
HLIO icon

Boston Partners’s Helios Technologies HLIO Stock Holding History

Boston Partners’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 		$280K Sell
3,138
-1,848
-37% -$142K ﹤0.01% 763
2026
Q1 		$323K Sell
4,986
-1,746
-26% -$117K ﹤0.01% 721
2025
Q4 		$360K Sell
6,732
-339
-5% -$18.3K ﹤0.01% 710
2025
Q3 		$369K Buy
+7,071
New +$330K ﹤0.01% 704

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

Boston Partners's HLIO Position: Q2 2026 in Review

Boston Partners reduced its Helios Technologies (HLIO) stake by 37% in Q2 2026, selling an estimated $142K and leaving 3,138 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Boston Partners first reported a position in HLIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q3 2025. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Boston Partners held 3,138 shares of Helios Technologies worth $280K as of Q2 2026.
  • Boston Partners sold 1,848 Helios Technologies shares in Q2 2026, an estimated $142K.
  • Helios Technologies made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #763 holding.
  • Boston Partners first reported a position in Helios Technologies in Q3 2025 and has held it in 4 quarters since.
  • Boston Partners's Helios Technologies position peaked at $369K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.