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Contravisory Investment Management’s Helios Technologies HLIO Stock Holding History

Contravisory Investment 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
Q2 		$331K Buy
3,713
+69
+2% +$5.3K 0.06% 174
2026
Q1 		$236K Buy
+3,644
New +$244K 0.05% 200

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

Contravisory Investment Management's HLIO Position: Q2 2026 in Review

Contravisory Investment Management increased its Helios Technologies (HLIO) stake by 1.9% in Q2 2026, buying an estimated $5.3K and bringing the position to 3,713 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #174.

Contravisory Investment Management first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Contravisory Investment Management held 3,713 shares of Helios Technologies worth $331K as of Q2 2026.
  • Contravisory Investment Management bought 69 Helios Technologies shares in Q2 2026, an estimated $5.3K.
  • Helios Technologies made up 0.06% of Contravisory Investment Management's portfolio in Q2 2026, its #174 holding.
  • Contravisory Investment Management first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.