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Edgestream Partners’s Helios Technologies HLIO Stock Holding History

Edgestream Partners’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 		$634K Buy
+7,107
New +$546K 0.02% 748
2024
Q1 		– Sell
-20,646
Closed -$936K – 896
2023
Q4 		$936K Buy
+20,646
New +$954K 0.07% 461

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

Edgestream Partners's HLIO Position: Q2 2026 in Review

Edgestream Partners opened a new position in Helios Technologies (HLIO) in Q2 2026: 7,107 shares worth $634K. The stake represents 0.02% of the portfolio and ranks #748 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HLIO as recently as Q4 2023.

Edgestream Partners first reported a position in HLIO in Q4 2023 and has held it in 2 quarters since. The position peaked at $936K in Q4 2023. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Edgestream Partners held 7,107 shares of Helios Technologies worth $634K as of Q2 2026.
  • Helios Technologies was a new Edgestream Partners position in Q2 2026.
  • Helios Technologies made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #748 holding.
  • Edgestream Partners first reported a position in Helios Technologies in Q4 2023 and has held it in 2 quarters since.
  • Edgestream Partners's Helios Technologies position peaked at $936K in Q4 2023.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.