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GHP Investment Advisors’s Helios Technologies HLIO Stock Holding History

GHP Investment 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 		$3.96M Buy
44,392
+1,784
+4% +$137K 0.15% 177
2026
Q1 		$2.76M Buy
42,608
+528
+1% +$35.4K 0.11% 205
2025
Q4 		$2.25M Buy
42,080
+710
+2% +$38.3K 0.09% 219
2025
Q3 		$2.16M Buy
41,370
+2,155
+5% +$101K 0.09% 215
2025
Q2 		$1.31M Sell
39,215
-662
-2% -$20K 0.06% 250
2025
Q1 		$1.28M Buy
39,877
+1,157
+3% +$46.6K 0.06% 249
2024
Q4 		$1.73M Buy
38,720
+1,501
+4% +$74.3K 0.08% 237
2024
Q3 		$1.78M Sell
37,219
-2,052
-5% -$90.2K 0.08% 238
2024
Q2 		$1.88M Buy
39,271
+3,066
+8% +$147K 0.09% 229
2024
Q1 		$1.62M Buy
36,205
+5,886
+19% +$253K 0.08% 241
2023
Q4 		$1.37M Sell
30,319
-5,101
-14% -$236K 0.07% 245
2023
Q3 		$1.89M Buy
35,420
+2,560
+8% +$152K 0.12% 209
2023
Q2 		$1.9M Buy
32,860
+6,821
+26% +$404K 0.11% 215
2023
Q1 		$1.7M Buy
26,039
+4,491
+21% +$292K 0.11% 227
2022
Q4 		$1.17M Sell
21,548
-22,024
-51% -$1.19M 0.08% 246
2022
Q3 		$2.21M Buy
43,572
+19,044
+78% +$1.15M 0.17% 189
2022
Q2 		$1.63M Buy
+24,528
New +$1.7M 0.12% 217

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

GHP Investment Advisors's HLIO Position: Q2 2026 in Review

GHP Investment Advisors increased its Helios Technologies (HLIO) stake by 4.2% in Q2 2026, buying an estimated $137K and bringing the position to 44,392 shares worth $3.96M. The position accounts for 0.15% of the portfolio, ranked #177.

GHP Investment Advisors first reported a position in HLIO in Q2 2022 and has held it in 17 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • GHP Investment Advisors held 44,392 shares of Helios Technologies worth $3.96M as of Q2 2026.
  • GHP Investment Advisors bought 1,784 Helios Technologies shares in Q2 2026, an estimated $137K.
  • Helios Technologies made up 0.15% of GHP Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • GHP Investment Advisors first reported a position in Helios Technologies in Q2 2022 and has held it in 17 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.