Campbell & Co Investment Adviser’s Helios Technologies HLIO Stock Holding History

Campbell & Co Investment Adviser’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 Q1	$487K	Sell	7,523 -7,007	-48%	-$469K	0.03%	763
2025 Q4	$777K	Buy	+14,530	New	+$783K	0.04%	664
2024 Q4	–	Sell	-8,042	Closed	-$384K	–	1178
2024 Q3	$384K	Buy	+8,042	New	+$354K	0.03%	815

Other funds holding HLIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Campbell & Co Investment Adviser's HLIO Position: Q1 2026 in Review

Campbell & Co Investment Adviser reduced its Helios Technologies (HLIO) stake by 48% in Q1 2026, selling an estimated $469K and leaving 7,523 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #763.

Campbell & Co Investment Adviser first reported a position in HLIO in Q3 2024 and has held it in 3 quarters since. The position peaked at $777K in Q4 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

Campbell & Co Investment Adviser held 7,523 shares of Helios Technologies worth $487K as of Q1 2026.
Campbell & Co Investment Adviser sold 7,007 Helios Technologies shares in Q1 2026, an estimated $469K.
Helios Technologies made up 0.03% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #763 holding.
Campbell & Co Investment Adviser first reported a position in Helios Technologies in Q3 2024 and has held it in 3 quarters since.
Campbell & Co Investment Adviser's Helios Technologies position peaked at $777K in Q4 2025.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.