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
Q3 		$213K Hold
3,138
– – ﹤0.01% 807
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

Dimensional Fund Advisors
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Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Boston Partners's HLIO Position: Q3 2026 in Review

Boston Partners held its Helios Technologies (HLIO) position steady in Q3 2026 at 3,138 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Boston Partners first reported a position in HLIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 135 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Boston Partners held 3,138 shares of Helios Technologies worth $213K as of Q3 2026.
  • Boston Partners left its Helios Technologies share count unchanged in Q3 2026.
  • Helios Technologies made up ﹤0.01% of Boston Partners's portfolio in Q3 2026, its #807 holding.
  • Boston Partners first reported a position in Helios Technologies in Q3 2025 and has held it in 5 quarters since.
  • Boston Partners's Helios Technologies position peaked at $369K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Boston Partners's 13F filing for Q3 2026, filed 10 Nov 2026.