Dakota Wealth Management’s Helios Technologies HLIO Stock Holding History

Dakota Wealth 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	$954K	Buy	+10,687	New	+$820K	0.02%	440

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

Dakota Wealth Management's HLIO Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 10,687 shares worth $954K. The stake represents 0.02% of the portfolio and ranks #440 among its holdings.

284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Dakota Wealth Management held 10,687 shares of Helios Technologies worth $954K as of Q2 2026.
Helios Technologies was a new Dakota Wealth Management position in Q2 2026.
Helios Technologies made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #440 holding.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.