Credit Agricole’s Helios Technologies HLIO Stock Holding History

Credit Agricole’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	$2.15M	Hold	24,100	–	–	﹤0.01%	959
2026 Q1	$1.56M	Sell	24,100 -900	-4%	-$60.3K	﹤0.01%	956
2025 Q4	$1.34M	Buy	+25,000	New	+$1.35M	﹤0.01%	964
2025 Q1	$802K	Buy	+25,000	New	+$1.01M	﹤0.01%	961
2017 Q3	–	Sell	-19,990	Closed	-$853K	–	1443
2017 Q2	$853K	Buy	+19,990	New	+$805K	﹤0.01%	1136
2017 Q1	–	Sell	-26,265	Closed	-$1.05M	–	1652
2016 Q4	$1.05M	Sell	26,265 -9,715	-27%	-$348K	﹤0.01%	1081
2016 Q3	$1.16M	Buy	+35,980	New	+$1.09M	﹤0.01%	1125

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Credit Agricole's HLIO Position: Q2 2026 in Review

Credit Agricole held its Helios Technologies (HLIO) position steady in Q2 2026 at 24,100 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Credit Agricole first reported a position in HLIO in Q3 2016 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Credit Agricole held 24,100 shares of Helios Technologies worth $2.15M as of Q2 2026.
Credit Agricole left its Helios Technologies share count unchanged in Q2 2026.
Helios Technologies made up ﹤0.01% of Credit Agricole's portfolio in Q2 2026, its #959 holding.
Credit Agricole first reported a position in Helios Technologies in Q3 2016 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Credit Agricole's 13F filing for Q2 2026, filed 14 Aug 2026.