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Freestone Grove Partners’s Helios Technologies HLIO Stock Holding History

Freestone Grove 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
2025
Q4 		– Sell
-5,253
Closed -$274K – 815
2025
Q3 		$274K Sell
5,253
-22,657
-81% -$1.06M ﹤0.01% 622
2025
Q2 		$931K Buy
+27,910
New +$841K 0.01% 445

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Freestone Grove Partners's HLIO Position: Q4 2025 in Review

Freestone Grove Partners sold out of Helios Technologies (HLIO) in Q4 2025, closing a stake of 5,253 shares — an estimated $274K sold.

Freestone Grove Partners first reported a position in HLIO in Q2 2025 and held it in 2 quarters. The position peaked at $931K in Q2 2025. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

  • Freestone Grove Partners reported no remaining Helios Technologies position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 5,253 Helios Technologies shares in Q4 2025, an estimated $274K.
  • Freestone Grove Partners first reported a position in Helios Technologies in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Helios Technologies position peaked at $931K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.