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EP Wealth Advisors’s Helios Technologies HLIO Stock Holding History

EP Wealth 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
Q2 		$429K Buy
4,811
+640
+15% +$49.1K ﹤0.01% 1100
2026
Q1 		$270K Sell
4,171
-2,621
-39% -$176K ﹤0.01% 1229
2025
Q4 		$363K Buy
+6,792
New +$366K ﹤0.01% 1028
2025
Q2 		$231K Sell
6,924
-153
-2% -$4.61K ﹤0.01% 1167
2025
Q1 		$227K Buy
+7,077
New +$285K ﹤0.01% 1068

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

EP Wealth Advisors's HLIO Position: Q2 2026 in Review

EP Wealth Advisors increased its Helios Technologies (HLIO) stake by 15% in Q2 2026, buying an estimated $49.1K and bringing the position to 4,811 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

EP Wealth Advisors first reported a position in HLIO in Q1 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • EP Wealth Advisors held 4,811 shares of Helios Technologies worth $429K as of Q2 2026.
  • EP Wealth Advisors bought 640 Helios Technologies shares in Q2 2026, an estimated $49.1K.
  • Helios Technologies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1100 holding.
  • EP Wealth Advisors first reported a position in Helios Technologies in Q1 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.