DPW
HLIO icon

DiNuzzo Private Wealth’s Helios Technologies HLIO Stock Holding History

DiNuzzo Private Wealth’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
2025
Q2 		– Sell
-1
Closed -$33 – 1382
2025
Q1 		$33 Sell
1
-5
-83% -$201 ﹤0.01% 1348
2024
Q4 		$268 Buy
6
+4
+200% +$198 ﹤0.01% 1231
2024
Q3 		$96 Sell
2
-3
-60% -$132 ﹤0.01% 1371
2024
Q2 		$239 Buy
5
+1
+25% +$48 ﹤0.01% 1238
2024
Q1 		$179 Sell
4
-1
-20% -$43 ﹤0.01% 1216
2023
Q4 		$227 Buy
+5
New +$231 ﹤0.01% 1194

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DiNuzzo Private Wealth's HLIO Position: Q2 2025 in Review

DiNuzzo Private Wealth sold out of Helios Technologies (HLIO) in Q2 2025, closing a stake of 1 share — an estimated $33 sold.

DiNuzzo Private Wealth first reported a position in HLIO in Q4 2023 and held it in 6 quarters. The position peaked at $268 in Q4 2024. 186 funds tracked by Wall St. Rank hold HLIO as of Q2 2025.

  • DiNuzzo Private Wealth reported no remaining Helios Technologies position as of Q2 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Helios Technologies share in Q2 2025, an estimated $33.
  • DiNuzzo Private Wealth first reported a position in Helios Technologies in Q4 2023 and held it in 6 quarters.
  • DiNuzzo Private Wealth's Helios Technologies position peaked at $268 in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.