EWA
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EverSource Wealth Advisors’s Helios Technologies HLIO Stock Holding History

EverSource 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 		$29.2K Buy
327
+103
+46% +$7.91K ﹤0.01% 2164
2026
Q1 		$14.5K Sell
224
-30
-12% -$2.01K ﹤0.01% 2708
2025
Q4 		$13.6K Sell
254
-22
-8% -$1.19K ﹤0.01% 2638
2025
Q3 		$14.4K Buy
276
+5
+2% +$233 ﹤0.01% 2594
2025
Q2 		$9.04K Buy
+271
New +$8.17K ﹤0.01% 2871
2025
Q1 		– Sell
-12
Closed -$536 – 4096
2024
Q4 		$536 Buy
+12
New +$594 ﹤0.01% 3174

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

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

EverSource Wealth Advisors increased its Helios Technologies (HLIO) stake by 46% in Q2 2026, buying an estimated $7.91K and bringing the position to 327 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

EverSource Wealth Advisors first reported a position in HLIO in Q4 2024 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • EverSource Wealth Advisors held 327 shares of Helios Technologies worth $29.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 103 Helios Technologies shares in Q2 2026, an estimated $7.91K.
  • Helios Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2164 holding.
  • EverSource Wealth Advisors first reported a position in Helios Technologies in Q4 2024 and has held it in 6 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.