Clean Yield Group’s Helios Technologies HLIO Stock Holding History

Clean Yield Group’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	$408K	Sell	6,307 -150	-2%	-$10.1K	0.11%	102
2025 Q4	$345K	Hold	6,457	–	–	0.1%	109
2025 Q3	$337K	Hold	6,457	–	–	0.1%	108
2025 Q2	$215K	Sell	6,457 -3,200	-33%	-$96.4K	0.06%	127
2025 Q1	$310K	Sell	9,657 -1,312	-12%	-$52.9K	0.1%	106
2024 Q4	$490K	Sell	10,969 -150	-1%	-$7.42K	0.16%	91
2024 Q3	$530K	Sell	11,119 -225	-2%	-$9.89K	0.17%	86
2024 Q2	$542K	Hold	11,344	–	–	0.2%	75
2024 Q1	$507K	Sell	11,344 -300	-3%	-$12.9K	0.2%	78
2023 Q4	$528K	Hold	11,644	–	–	0.22%	70
2023 Q3	$647K	Hold	11,644	–	–	0.29%	62
2023 Q2	$770K	Sell	11,644 -150	-1%	-$8.88K	0.32%	59
2023 Q1	$771K	Sell	11,794 -585	-5%	-$38K	0.33%	59
2022 Q4	$674K	Hold	12,379	–	–	0.29%	73
2022 Q3	$626K	Hold	12,379	–	–	0.29%	71
2022 Q2	$820K	Sell	12,379 -200	-2%	-$13.9K	0.34%	63
2022 Q1	$1.01M	Sell	12,579 -150	-1%	-$12K	0.36%	61
2021 Q4	$1.34M	Sell	12,729 -150	-1%	-$14.6K	0.43%	57
2021 Q3	$1.06M	Hold	12,879	–	–	0.35%	59
2021 Q2	$1M	Hold	12,879	–	–	0.34%	57
2021 Q1	$938K	Sell	12,879 -200	-2%	-$12.8K	0.35%	58
2020 Q4	$697K	Hold	13,079	–	–	0.25%	65
2020 Q3	$476K	Hold	13,079	–	–	0.19%	73
2020 Q2	$487K	Sell	13,079 -250	-2%	-$8.52K	0.21%	72
2020 Q1	$505K	Sell	13,329 -75	-0.6%	-$3.19K	0.24%	70
2019 Q4	$620K	Sell	13,404 -148	-1%	-$6.35K	0.19%	80
2019 Q3	$550K	Sell	13,552 -150	-1%	-$6.53K	0.18%	81
2019 Q2	$636K	Hold	13,702	–	–	0.23%	72
2019 Q1	$637K	Sell	13,702 -1,450	-10%	-$57.9K	0.26%	72
2018 Q4	$503K	Sell	15,152 -815	-5%	-$34.5K	0.22%	84
2018 Q3	$875K	Sell	15,967 -1,650	-9%	-$83.6K	0.35%	72
2018 Q2	$849K	Sell	17,617 -760	-4%	-$38.4K	0.35%	72
2018 Q1	$984K	Sell	18,377 -4,565	-20%	-$269K	0.42%	66
2017 Q4	$1.48M	Sell	22,942 -1,250	-5%	-$73K	0.59%	56
2017 Q3	$1.31M	Hold	24,192	–	–	0.53%	58
2017 Q2	$1.01M	Sell	24,192 -1,325	-5%	-$53.4K	0.42%	65
2017 Q1	$921K	Sell	25,517 -600	-2%	-$22.5K	0.39%	68
2016 Q4	$1.04M	Sell	26,117 -833	-3%	-$29.8K	0.47%	67
2016 Q3	$870K	Sell	26,950 -625	-2%	-$18.9K	0.38%	72
2016 Q2	$819K	Sell	27,575 -300	-1%	-$9.48K	0.35%	72
2016 Q1	$949K	Sell	27,875 -29,035	-51%	-$855K	0.42%	67
2015 Q4	$1.44M	Sell	56,910 -7,100	-11%	-$218K	0.71%	53
2015 Q3	$1.95M	Sell	64,010 -2,250	-3%	-$73.7K	0.92%	44
2015 Q2	$2.52M	Sell	66,260 -25,818	-28%	-$1M	1.16%	35
2015 Q1	$3.81M	Sell	92,078 -16,190	-15%	-$626K	1.63%	20
2014 Q4	$4.26M	Sell	108,268 -2,150	-2%	-$83.9K	1.91%	16
2014 Q3	$4.15M	Sell	110,418 -2,062	-2%	-$80.6K	1.99%	12
2014 Q2	$4.57M	Sell	112,480 -3,010	-3%	-$120K	2.26%	7
2014 Q1	$5M	Sell	115,490 -2,338	-2%	-$95.1K	2.59%	6
2013 Q4	$4.81M	Sell	117,828 -2,784	-2%	-$110K	2.57%	7
2013 Q3	$4.37M	Sell	120,612 -875	-0.7%	-$28.6K	2.37%	8
2013 Q2	$3.8M	Buy	+121,487	New	+$3.87M	2.17%	7

Other funds holding HLIO

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Clean Yield Group's HLIO Position: Q1 2026 in Review

Clean Yield Group reduced its Helios Technologies (HLIO) stake by 2.3% in Q1 2026, selling an estimated $10.1K and leaving 6,307 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #102.

Clean Yield Group first reported a position in HLIO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5M in Q1 2014. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

Clean Yield Group held 6,307 shares of Helios Technologies worth $408K as of Q1 2026.
Clean Yield Group sold 150 Helios Technologies shares in Q1 2026, an estimated $10.1K.
Helios Technologies made up 0.11% of Clean Yield Group's portfolio in Q1 2026, its #102 holding.
Clean Yield Group first reported a position in Helios Technologies in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Helios Technologies position peaked at $5M in Q1 2014.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.