Capstone Investment Advisors
HLIO icon

Capstone Investment Advisors’s Helios Technologies HLIO Stock Holding History

Capstone Investment Advisors’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 		$775K Buy
8,688
+5,166
+147% +$397K ﹤0.01% 1053
2026
Q1 		$228K Buy
+3,522
New +$236K ﹤0.01% 1485
2024
Q2 		– Sell
-8,875
Closed -$397K – 2244
2024
Q1 		$397K Buy
+8,875
New +$381K ﹤0.01% 1683

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

Capstone Investment Advisors's HLIO Position: Q2 2026 in Review

Capstone Investment Advisors increased its Helios Technologies (HLIO) stake by 147% in Q2 2026, buying an estimated $397K and bringing the position to 8,688 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Capstone Investment Advisors first reported a position in HLIO in Q1 2024 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Capstone Investment Advisors held 8,688 shares of Helios Technologies worth $775K as of Q2 2026.
  • Capstone Investment Advisors bought 5,166 Helios Technologies shares in Q2 2026, an estimated $397K.
  • Helios Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1053 holding.
  • Capstone Investment Advisors first reported a position in Helios Technologies in Q1 2024 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.