Fifth Third Wealth Advisors’s Helios Technologies HLIO Stock Holding History

Fifth Third 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 Q3	$250K	Buy	+3,681	New	+$280K	0.01%	872

Other funds holding HLIO

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Fifth Third Wealth Advisors's HLIO Position: Q3 2026 in Review

Fifth Third Wealth Advisors opened a new position in Helios Technologies (HLIO) in Q3 2026: 3,681 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings.

34 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

Fifth Third Wealth Advisors held 3,681 shares of Helios Technologies worth $250K as of Q3 2026.
Helios Technologies was a new Fifth Third Wealth Advisors position in Q3 2026.
Helios Technologies made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #872 holding.
34 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.