BC
HLIO icon

Bridgefront Capital’s Helios Technologies HLIO Stock Holding History

Bridgefront Capital’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 		$437K Sell
4,893
-2,818
-37% -$216K 0.12% 286
2026
Q1 		$499K Buy
+7,711
New +$517K 0.12% 278
2025
Q4 		– Sell
-6,769
Closed -$353K – 635
2025
Q3 		$353K Buy
+6,769
New +$316K 0.1% 348

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

Bridgefront Capital's HLIO Position: Q2 2026 in Review

Bridgefront Capital reduced its Helios Technologies (HLIO) stake by 37% in Q2 2026, selling an estimated $216K and leaving 4,893 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #286.

Bridgefront Capital first reported a position in HLIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $499K in Q1 2026. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Bridgefront Capital held 4,893 shares of Helios Technologies worth $437K as of Q2 2026.
  • Bridgefront Capital sold 2,818 Helios Technologies shares in Q2 2026, an estimated $216K.
  • Helios Technologies made up 0.12% of Bridgefront Capital's portfolio in Q2 2026, its #286 holding.
  • Bridgefront Capital first reported a position in Helios Technologies in Q3 2025 and has held it in 3 quarters since.
  • Bridgefront Capital's Helios Technologies position peaked at $499K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bridgefront Capital's 13F filing for Q2 2026, filed 14 Aug 2026.