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Essential Partners’s Helios Technologies HLIO Stock Holding History

Essential 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 		$2.68K Buy
30
+1
+3% +$77 ﹤0.01% 1850
2026
Q1 		$1.88K Hold
29
– – ﹤0.01% 2032
2025
Q4 		$1.55K Hold
29
– – ﹤0.01% 1885
2025
Q3 		$1.51K Buy
29
+3
+12% +$140 ﹤0.01% 1886
2025
Q2 		$868 Buy
+26
New +$784 ﹤0.01% 1550

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

Essential Partners's HLIO Position: Q2 2026 in Review

Essential Partners increased its Helios Technologies (HLIO) stake by 3.4% in Q2 2026, buying an estimated $77 and bringing the position to 30 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Essential Partners first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Essential Partners held 30 shares of Helios Technologies worth $2.68K as of Q2 2026.
  • Essential Partners bought 1 Helios Technologies share in Q2 2026, an estimated $77.
  • Helios Technologies made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1850 holding.
  • Essential Partners first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.