FFO
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Fortitude Family Office’s Helios Technologies HLIO Stock Holding History

Fortitude Family Office’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 		$3.21K Hold
36
– – ﹤0.01% 1282
2026
Q1 		$2.33K Buy
+36
New +$2.41K ﹤0.01% 1232

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

Fortitude Family Office's HLIO Position: Q2 2026 in Review

Fortitude Family Office held its Helios Technologies (HLIO) position steady in Q2 2026 at 36 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Fortitude Family Office first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Fortitude Family Office held 36 shares of Helios Technologies worth $3.21K as of Q2 2026.
  • Fortitude Family Office left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1282 holding.
  • Fortitude Family Office first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.