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Congress Asset Management’s Helios Technologies HLIO Stock Holding History

Congress Asset Management’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
Q3 		$10.3M Buy
152,142
+26,917
+21% +$2.05M 0.07% 225
2026
Q2 		$11.2M Buy
125,225
+54,872
+78% +$4.21M 0.07% 210
2026
Q1 		$4.55M Buy
70,353
+9,812
+16% +$657K 0.03% 256
2025
Q4 		$3.24M Buy
60,541
+1,791
+3% +$96.5K 0.02% 256
2025
Q3 		$3.06M Buy
+58,750
New +$2.74M 0.02% 259

Other funds holding HLIO

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's HLIO Position: Q3 2026 in Review

Congress Asset Management increased its Helios Technologies (HLIO) stake by 21% in Q3 2026, buying an estimated $2.05M and bringing the position to 152,142 shares worth $10.3M. The position accounts for 0.07% of the portfolio, ranked #225.

Congress Asset Management first reported a position in HLIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.2M in Q2 2026. 5 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Congress Asset Management held 152,142 shares of Helios Technologies worth $10.3M as of Q3 2026.
  • Congress Asset Management bought 26,917 Helios Technologies shares in Q3 2026, an estimated $2.05M.
  • Helios Technologies made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #225 holding.
  • Congress Asset Management first reported a position in Helios Technologies in Q3 2025 and has held it in 5 quarters since.
  • Congress Asset Management's Helios Technologies position peaked at $11.2M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.