Engineers Gate Manager’s Helios Technologies HLIO Stock Holding History

Engineers Gate Manager’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	$2.79M	Buy	31,240 +14,074	+82%	+$1.08M	0.04%	553
2026 Q1	$1.11M	Buy	17,166 +7,590	+79%	+$509K	0.01%	991
2025 Q4	$512K	Buy	+9,576	New	+$516K	0.01%	1351
2025 Q3	–	Sell	-49,906	Closed	-$1.67M	–	2320
2025 Q2	$1.67M	Buy	49,906 +38,054	+321%	+$1.15M	0.02%	833
2025 Q1	$380K	Buy	+11,852	New	+$477K	0.01%	1573
2024 Q2	–	Sell	-9,048	Closed	-$404K	–	2055
2024 Q1	$404K	Buy	+9,048	New	+$388K	0.01%	1309
2022 Q4	–	Sell	-14,393	Closed	-$728K	–	1826
2022 Q3	$728K	Buy	+14,393	New	+$870K	0.05%	586
2022 Q1	–	Sell	-2,535	Closed	-$267K	–	2041
2021 Q4	$267K	Buy	+2,535	New	+$246K	0.01%	1475
2020 Q3	–	Sell	-6,560	Closed	-$244K	–	1808
2020 Q2	$244K	Buy	+6,560	New	+$224K	0.01%	1328

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

Engineers Gate Manager's HLIO Position: Q2 2026 in Review

Engineers Gate Manager increased its Helios Technologies (HLIO) stake by 82% in Q2 2026, buying an estimated $1.08M and bringing the position to 31,240 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #553.

Engineers Gate Manager first reported a position in HLIO in Q2 2020 and has held it in 9 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Engineers Gate Manager held 31,240 shares of Helios Technologies worth $2.79M as of Q2 2026.
Engineers Gate Manager bought 14,074 Helios Technologies shares in Q2 2026, an estimated $1.08M.
Helios Technologies made up 0.04% of Engineers Gate Manager's portfolio in Q2 2026, its #553 holding.
Engineers Gate Manager first reported a position in Helios Technologies in Q2 2020 and has held it in 9 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.