Comerica Bank
HLIO icon

Comerica Bank’s Helios Technologies HLIO Stock Holding History

Comerica Bank’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
Q4 		$7.03M Sell
131,458
-4,119
-3% -$222K 0.03% 452
2025
Q3 		$7.07M Sell
135,577
-18,395
-12% -$859K 0.03% 543
2025
Q2 		$5.14M Sell
153,972
-6,375
-4% -$192K 0.02% 666
2025
Q1 		$5.15M Sell
160,347
-1,263
-0.8% -$50.9K 0.02% 655
2024
Q4 		$7.21M Buy
161,610
+2,117
+1% +$105K 0.03% 532
2024
Q3 		$7.61M Buy
159,493
+9,084
+6% +$399K 0.03% 519
2024
Q2 		$7.18M Buy
150,409
+11,014
+8% +$527K 0.03% 518
2024
Q1 		$6.23M Sell
139,395
-6,670
-5% -$286K 0.03% 606
2023
Q4 		$6.62M Sell
146,065
-5,183
-3% -$239K 0.03% 553
2023
Q3 		$8.39M Buy
+151,248
New +$8.99M 0.04% 414
2022
Q4 		$8.14M Hold
134,128
– – 0.06% 351
2022
Q3 		$7.1M Hold
134,128
– – 0.06% 350
2022
Q2 		$8.39M Buy
134,128
+11,847
+10% +$822K 0.07% 309
2022
Q1 		$9.11M Buy
122,281
+2,547
+2% +$203K 0.07% 313
2021
Q4 		$9.28M Buy
119,734
+7,694
+7% +$748K 0.07% 294
2021
Q3 		$10.1M Buy
112,040
+11,453
+11% +$934K 0.06% 345
2021
Q2 		$7.93M Sell
100,587
-2,245
-2% -$164K 0.05% 452
2021
Q1 		$7.43M Buy
102,832
+6,158
+6% +$394K 0.04% 500
2020
Q4 		$5.66M Buy
96,674
+6,732
+7% +$317K 0.04% 621
2020
Q3 		$3.97M Buy
89,942
+37,497
+71% +$1.45M 0.03% 711
2020
Q2 		$1.91M Sell
52,445
-13,525
-21% -$461K 0.01% 1110
2020
Q1 		$2.02M Buy
65,970
+9,922
+18% +$422K 0.02% 909
2019
Q4 		$2.53M Sell
56,048
-1,500
-3% -$64.4K 0.02% 972
2019
Q3 		$2.32M Buy
57,548
+21,919
+62% +$954K 0.02% 998
2019
Q2 		$1.64M Hold
35,629
– – 0.01% 1233
2019
Q1 		$1.79M Hold
35,629
– – 0.01% 1196
2018
Q4 		$1.22M Buy
35,629
+10,430
+41% +$441K 0.01% 1426
2018
Q3 		$1.15M Hold
25,199
– – 0.01% 1509
2018
Q2 		$1.24M Sell
25,199
-2,091
-8% -$106K 0.01% 1549
2018
Q1 		$1.48M Buy
27,290
+7,519
+38% +$443K 0.01% 1414
2017
Q4 		$1.34M Buy
19,771
+9,100
+85% +$532K 0.01% 1494
2017
Q3 		$602K Buy
+10,671
New +$495K ﹤0.01% 1832

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Comerica Bank's HLIO Position: Q4 2025 in Review

Comerica Bank reduced its Helios Technologies (HLIO) stake by 3% in Q4 2025, selling an estimated $222K and leaving 131,458 shares worth $7.03M. The position accounts for 0.03% of the portfolio, ranked #452.

Comerica Bank first reported a position in HLIO in Q3 2017 and has held it in 32 quarters since. The position peaked at $10.1M in Q3 2021. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

  • Comerica Bank held 131,458 shares of Helios Technologies worth $7.03M as of Q4 2025.
  • Comerica Bank sold 4,119 Helios Technologies shares in Q4 2025, an estimated $222K.
  • Helios Technologies made up 0.03% of Comerica Bank's portfolio in Q4 2025, its #452 holding.
  • Comerica Bank first reported a position in Helios Technologies in Q3 2017 and has held it in 32 quarters since.
  • Comerica Bank's Helios Technologies position peaked at $10.1M in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.