Dimensional Fund Advisors
HLIO icon

Dimensional Fund Advisors’s Helios Technologies HLIO Stock Holding History

Dimensional Fund Advisors’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
Q1 		$105M Buy
1,618,712
+6,347
+0.4% +$425K 0.02% 1038
2025
Q4 		$86.2M Sell
1,612,365
-14,431
-0.9% -$778K 0.02% 1181
2025
Q3 		$84.8M Buy
1,626,796
+55,206
+4% +$2.58M 0.02% 1192
2025
Q2 		$52.4M Buy
1,571,590
+64,644
+4% +$1.95M 0.01% 1472
2025
Q1 		$48.4M Buy
1,506,946
+68,160
+5% +$2.75M 0.01% 1494
2024
Q4 		$64.2M Buy
1,438,786
+79,178
+6% +$3.92M 0.02% 1362
2024
Q3 		$64.9M Buy
1,359,608
+75,179
+6% +$3.31M 0.02% 1352
2024
Q2 		$61.3M Buy
1,284,429
+54,205
+4% +$2.6M 0.02% 1330
2024
Q1 		$55M Buy
1,230,224
+31,409
+3% +$1.35M 0.01% 1392
2023
Q4 		$54.4M Buy
1,198,815
+58,010
+5% +$2.68M 0.02% 1380
2023
Q3 		$63.3M Buy
1,140,805
+16,562
+1% +$984K 0.02% 1171
2023
Q2 		$74.3M Buy
1,124,243
+29,365
+3% +$1.74M 0.02% 1054
2023
Q1 		$71.6M Buy
1,094,878
+17,318
+2% +$1.13M 0.02% 1058
2022
Q4 		$58.7K Buy
1,077,560
+22,085
+2% +$1.19M 0.02% 1200
2022
Q3 		$53.4M Buy
1,055,475
+11,166
+1% +$675K 0.02% 1169
2022
Q2 		$69.2M Sell
1,044,309
-4,606
-0.4% -$319K 0.02% 1015
2022
Q1 		$84.2M Sell
1,048,915
-8,426
-0.8% -$672K 0.03% 975
2021
Q4 		$111M Sell
1,057,341
-6,803
-0.6% -$661K 0.03% 794
2021
Q3 		$87.4M Sell
1,064,144
-7,188
-0.7% -$586K 0.03% 948
2021
Q2 		$83.6M Sell
1,071,332
-42,743
-4% -$3.13M 0.03% 1004
2021
Q1 		$81.2M Sell
1,114,075
-39,920
-3% -$2.55M 0.03% 1013
2020
Q4 		$61.5M Sell
1,153,995
-25,871
-2% -$1.22M 0.02% 1189
2020
Q3 		$42.9M Sell
1,179,866
-7,287
-0.6% -$282K 0.02% 1324
2020
Q2 		$44.2M Buy
1,187,153
+46,963
+4% +$1.6M 0.02% 1299
2020
Q1 		$43.2M Buy
1,140,190
+8,181
+0.7% +$348K 0.02% 1149
2019
Q4 		$52.3M Buy
1,132,009
+23,391
+2% +$1M 0.02% 1378
2019
Q3 		$45M Buy
1,108,618
+9,640
+0.9% +$420K 0.02% 1488
2019
Q2 		$51M Buy
1,098,978
+5,175
+0.5% +$242K 0.02% 1410
2019
Q1 		$50.9M Buy
1,093,803
+58,750
+6% +$2.35M 0.02% 1388
2018
Q4 		$34.4M Buy
1,035,053
+30,673
+3% +$1.3M 0.02% 1621
2018
Q3 		$55M Buy
1,004,380
+56,563
+6% +$2.87M 0.02% 1355
2018
Q2 		$45.7M Buy
947,817
+53,912
+6% +$2.72M 0.02% 1521
2018
Q1 		$47.9M Buy
893,905
+4,412
+0.5% +$260K 0.02% 1394
2017
Q4 		$57.5M Buy
889,493
+19,773
+2% +$1.15M 0.02% 1197
2017
Q3 		$47M Buy
869,720
+2,989
+0.3% +$139K 0.02% 1361
2017
Q2 		$37M Buy
866,731
+6,593
+0.8% +$266K 0.02% 1561
2017
Q1 		$31.1M Buy
860,138
+10,448
+1% +$392K 0.01% 1672
2016
Q4 		$34M Buy
849,690
+1,622
+0.2% +$58.1K 0.02% 1531
2016
Q3 		$27.4M Buy
848,068
+5,828
+0.7% +$176K 0.01% 1658
2016
Q2 		$25M Buy
842,240
+28,664
+4% +$906K 0.01% 1659
2016
Q1 		$27M Buy
813,576
+48,316
+6% +$1.42M 0.02% 1565
2015
Q4 		$24.3M Sell
765,260
-4,579
-0.6% -$140K 0.02% 1614
2015
Q3 		$21.1M Buy
769,839
+47,226
+7% +$1.55M 0.01% 1682
2015
Q2 		$27.5M Buy
722,613
+16,312
+2% +$633K 0.02% 1518
2015
Q1 		$29.2M Buy
706,301
+41,434
+6% +$1.6M 0.02% 1407
2014
Q4 		$26.2M Buy
664,867
+30,888
+5% +$1.21M 0.02% 1458
2014
Q3 		$23.8M Buy
633,979
+18,765
+3% +$734K 0.02% 1437
2014
Q2 		$25M Buy
615,214
+25,664
+4% +$1.02M 0.02% 1412
2014
Q1 		$25.5M Buy
589,550
+6,358
+1% +$259K 0.02% 1313
2013
Q4 		$23.8M Buy
583,192
+3,383
+0.6% +$133K 0.02% 1343
2013
Q3 		$21M Buy
579,809
+6,458
+1% +$211K 0.02% 1365
2013
Q2 		$17.9M Buy
+573,351
New +$18.3M 0.02% 1410

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's HLIO Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Helios Technologies (HLIO) stake by 0.39% in Q1 2026, buying an estimated $425K and bringing the position to 1,618,712 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #1038.

Dimensional Fund Advisors first reported a position in HLIO in Q2 2013 and has held it in 52 quarters since. The position peaked at $111M in Q4 2021. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Dimensional Fund Advisors held 1,618,712 shares of Helios Technologies worth $105M as of Q1 2026.
  • Dimensional Fund Advisors bought 6,347 Helios Technologies shares in Q1 2026, an estimated $425K.
  • Helios Technologies made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1038 holding.
  • Dimensional Fund Advisors first reported a position in Helios Technologies in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Helios Technologies position peaked at $111M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.