Carson Wealth (CWM LLC)
HLIO icon

Carson Wealth (CWM LLC)’s Helios Technologies HLIO Stock Holding History

Carson Wealth (CWM LLC)’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 		$152K Buy
2,345
+435
+23% +$29.1K ﹤0.01% 2952
2025
Q4 		$102K Buy
1,910
+24
+1% +$1.29K ﹤0.01% 3044
2025
Q3 		$98K Buy
1,886
+234
+14% +$10.9K ﹤0.01% 3005
2025
Q2 		$55K Buy
1,652
+1,532
+1,277% +$46.2K ﹤0.01% 3203
2025
Q1 		$4K Sell
120
-157
-57% -$6.33K ﹤0.01% 4538
2024
Q4 		$12K Buy
277
+39
+16% +$1.93K ﹤0.01% 3759
2024
Q3 		$11K Sell
238
-4
-2% -$176 ﹤0.01% 3735
2024
Q2 		$12K Buy
242
+9
+4% +$431 ﹤0.01% 3432
2024
Q1 		$10K Sell
233
-65
-22% -$2.79K ﹤0.01% 3330
2023
Q4 		$14K Buy
298
+287
+2,609% +$13.3K ﹤0.01% 2988
2023
Q3 		$1K Sell
11
-74
-87% -$4.4K ﹤0.01% 3996
2023
Q2 		$6K Buy
85
+48
+130% +$2.84K ﹤0.01% 3349
2023
Q1 		$2K Sell
37
-67
-64% -$4.36K ﹤0.01% 3656
2022
Q4 		$6K Buy
+104
New +$5.6K ﹤0.01% 3076
2022
Q1 		– Sell
-200
Closed -$21K – 3655
2021
Q4 		$21K Buy
+200
New +$19.4K ﹤0.01% 1966

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Helios Technologies (HLIO) stake by 23% in Q1 2026, buying an estimated $29.1K and bringing the position to 2,345 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Carson Wealth (CWM LLC) first reported a position in HLIO in Q4 2021 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,345 shares of Helios Technologies worth $152K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 435 Helios Technologies shares in Q1 2026, an estimated $29.1K.
  • Helios Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2952 holding.
  • Carson Wealth (CWM LLC) first reported a position in Helios Technologies in Q4 2021 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.