Citadel Advisors
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Citadel Advisors’s Helios Technologies HLIO Stock Holding History

Citadel 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
2025
Q2 		– Sell
-3,700
Closed -$119K – 13567
2025
Q1 		$119K Buy
3,700
+3,100
+517% +$125K ﹤0.01% 11216
2024
Q4 		$26.8K Sell
600
-1,200
-67% -$59.4K ﹤0.01% 12969
2024
Q3 		$85.9K Buy
+1,800
New +$79.1K ﹤0.01% 11321
2024
Q2 		– Sell
-5,800
Closed -$259K – 14752
2024
Q1 		$259K Sell
5,800
-1,900
-25% -$81.6K ﹤0.01% 9782
2023
Q4 		$349K Buy
7,700
+5,000
+185% +$231K ﹤0.01% 8843
2023
Q3 		$150K Buy
2,700
+1,900
+238% +$113K ﹤0.01% 10357
2023
Q2 		$52.9K Buy
800
+300
+60% +$17.8K ﹤0.01% 11733
2023
Q1 		$32.7K Hold
500
– – ﹤0.01% 12646
2022
Q4 		$27.2K Buy
+500
New +$26.9K ﹤0.01% 12851
2022
Q2 		– Sell
-5,600
Closed -$449K – 13369
2022
Q1 		$449K Buy
5,600
+200
+4% +$15.9K ﹤0.01% 9652
2021
Q4 		$568K Buy
+5,400
New +$525K ﹤0.01% 9380
2021
Q2 		– Sell
-3,000
Closed -$219K – 13983
2021
Q1 		$219K Buy
+3,000
New +$192K ﹤0.01% 11520
2018
Q3 		– Sell
-4,500
Closed -$217K – 9421
2018
Q2 		$217K Sell
4,500
-1,600
-26% -$80.9K ﹤0.01% 7760
2018
Q1 		$327K Buy
+6,100
New +$360K ﹤0.01% 6607
2016
Q1 		– Sell
-5,300
Closed -$168K – 7265
2015
Q4 		$168K Buy
5,300
+300
+6% +$9.2K ﹤0.01% 6029
2015
Q3 		$137K Buy
5,000
+3,400
+213% +$111K ﹤0.01% 6611
2015
Q2 		$61K Buy
+1,600
New +$62.1K ﹤0.01% 7520
2015
Q1 		– Sell
-3,500
Closed -$138K – 8652
2014
Q4 		$138K Buy
3,500
+2,200
+169% +$85.9K ﹤0.01% 6360
2014
Q3 		$49K Buy
1,300
+1,100
+550% +$43K ﹤0.01% 6919
2014
Q2 		$8K Buy
+200
New +$7.94K ﹤0.01% 7629

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

Citadel Advisors's HLIO Position: Q2 2026 in Review

Citadel Advisors increased its Helios Technologies (HLIO) stake by 52% in Q2 2026, buying an estimated $4.43M and bringing the position to 168,281 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Citadel Advisors first reported a position in HLIO in Q2 2014 and has held it in 44 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Citadel Advisors held 168,281 shares of Helios Technologies worth $15M as of Q2 2026.
  • Citadel Advisors bought 57,665 Helios Technologies shares in Q2 2026, an estimated $4.43M.
  • Helios Technologies made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2958 holding.
  • Citadel Advisors first reported a position in Helios Technologies in Q2 2014 and has held it in 44 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.