Franklin Resources
HLIO icon

Franklin Resources’s Helios Technologies HLIO Stock Holding History

Franklin Resources’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 		$2.84M Buy
31,776
+9,272
+41% +$712K ﹤0.01% 1870
2026
Q1 		$1.46M Sell
22,504
-6,532
-22% -$438K ﹤0.01% 2030
2025
Q4 		$1.55M Buy
29,036
+17,197
+145% +$927K ﹤0.01% 1901
2025
Q3 		$617K Buy
+11,839
New +$553K ﹤0.01% 2330

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

Franklin Resources's HLIO Position: Q2 2026 in Review

Franklin Resources increased its Helios Technologies (HLIO) stake by 41% in Q2 2026, buying an estimated $712K and bringing the position to 31,776 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Franklin Resources first reported a position in HLIO in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Franklin Resources held 31,776 shares of Helios Technologies worth $2.84M as of Q2 2026.
  • Franklin Resources bought 9,272 Helios Technologies shares in Q2 2026, an estimated $712K.
  • Helios Technologies made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1870 holding.
  • Franklin Resources first reported a position in Helios Technologies in Q3 2025 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.