Empower Advisory Group
HLIO icon

Empower Advisory Group’s Helios Technologies HLIO Stock Holding History

Empower Advisory Group’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
-6,765
Closed -$217K – 509
2025
Q1 		$217K Hold
6,765
– – ﹤0.01% 471
2024
Q4 		$302K Buy
6,765
+615
+10% +$30.4K ﹤0.01% 408
2024
Q3 		$293K Hold
6,150
– – ﹤0.01% 407
2024
Q2 		$294K Hold
6,150
– – ﹤0.01% 397
2024
Q1 		$275K Hold
6,150
– – ﹤0.01% 424
2023
Q4 		$279K Hold
6,150
– – ﹤0.01% 409
2023
Q3 		$341K Hold
6,150
– – ﹤0.01% 349
2023
Q2 		$406K Sell
6,150
-3,000
-33% -$178K ﹤0.01% 338
2023
Q1 		$596K Buy
+9,150
New +$595K ﹤0.01% 288

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

Empower Advisory Group's HLIO Position: Q2 2025 in Review

Empower Advisory Group sold out of Helios Technologies (HLIO) in Q2 2025, closing a stake of 6,765 shares — an estimated $217K sold.

Empower Advisory Group first reported a position in HLIO in Q1 2023 and held it in 9 quarters. The position peaked at $596K in Q1 2023. 186 funds tracked by Wall St. Rank hold HLIO as of Q2 2025.

  • Empower Advisory Group reported no remaining Helios Technologies position as of Q2 2025 after selling out during the quarter.
  • Empower Advisory Group sold 6,765 Helios Technologies shares in Q2 2025, an estimated $217K.
  • Empower Advisory Group first reported a position in Helios Technologies in Q1 2023 and held it in 9 quarters.
  • Empower Advisory Group's Helios Technologies position peaked at $596K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.