Canada Pension Plan Investment Board’s Helios Technologies HLIO Stock Holding History

Canada Pension Plan Investment Board’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	$839K	Buy	+9,400	New	+$722K	﹤0.01%	1072
2026 Q1	–	Sell	-4,800	Closed	-$257K	–	1836
2025 Q4	$257K	Sell	4,800 -1,600	-25%	-$86.2K	﹤0.01%	1571
2025 Q3	$334K	Buy	+6,400	New	+$299K	﹤0.01%	1070
2024 Q4	–	Sell	-1,200	Closed	-$57.2K	–	1450
2024 Q3	$57.2K	Sell	1,200 -1,100	-48%	-$48.4K	﹤0.01%	1228
2024 Q2	$110K	Buy	+2,300	New	+$110K	﹤0.01%	1175
2021 Q4	–	Sell	-10,000	Closed	-$821K	–	1524
2021 Q3	$821K	Buy	+10,000	New	+$816K	﹤0.01%	1042

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

Canada Pension Plan Investment Board's HLIO Position: Q2 2026 in Review

Canada Pension Plan Investment Board opened a new position in Helios Technologies (HLIO) in Q2 2026: 9,400 shares worth $839K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Canada Pension Plan Investment Board previously reported a position in HLIO as recently as Q4 2025.

Canada Pension Plan Investment Board first reported a position in HLIO in Q3 2021 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Canada Pension Plan Investment Board held 9,400 shares of Helios Technologies worth $839K as of Q2 2026.
Helios Technologies was a new Canada Pension Plan Investment Board position in Q2 2026.
Helios Technologies made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #1072 holding.
Canada Pension Plan Investment Board first reported a position in Helios Technologies in Q3 2021 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.