Cardinal Capital Management Inc (North Carolina)’s Helios Technologies HLIO Stock Holding History

Cardinal Capital Management Inc (North Carolina)’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
2025 Q2	–	Sell	-25,310	Closed	-$812K	–	131
2025 Q1	$812K	Buy	25,310 +2,091	+9%	+$84.2K	0.13%	126
2024 Q4	$1.04M	Buy	23,219 +1,000	+5%	+$49.5K	0.16%	122
2024 Q3	$1.06M	Buy	22,219 +2,866	+15%	+$126K	0.16%	120
2024 Q2	$924K	Buy	19,353 +702	+4%	+$33.6K	0.16%	121
2024 Q1	$834K	Buy	+18,651	New	+$801K	0.14%	129

Other funds holding HLIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina)'s HLIO Position: Q2 2025 in Review

Cardinal Capital Management Inc (North Carolina) sold out of Helios Technologies (HLIO) in Q2 2025, closing a stake of 25,310 shares — an estimated $812K sold.

Cardinal Capital Management Inc (North Carolina) first reported a position in HLIO in Q1 2024 and held it in 5 quarters. The position peaked at $1.06M in Q3 2024. 186 funds tracked by Wall St. Rank hold HLIO as of Q2 2025.

Cardinal Capital Management Inc (North Carolina) reported no remaining Helios Technologies position as of Q2 2025 after selling out during the quarter.
Cardinal Capital Management Inc (North Carolina) sold 25,310 Helios Technologies shares in Q2 2025, an estimated $812K.
Cardinal Capital Management Inc (North Carolina) first reported a position in Helios Technologies in Q1 2024 and held it in 5 quarters.
Cardinal Capital Management Inc (North Carolina)'s Helios Technologies position peaked at $1.06M in Q3 2024.
186 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2025.

Based on Cardinal Capital Management Inc (North Carolina)'s 13F filing for Q2 2025, filed 15 Jul 2025.