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Glenmede Investment Management’s Helios Technologies HLIO Stock Holding History

Glenmede Investment Management’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
Q3 		$443K Sell
8,491
-1,437
-14% -$67.1K ﹤0.01% 974
2025
Q2 		$331K Buy
+9,928
New +$299K ﹤0.01% 1073

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Glenmede Investment Management's HLIO Position: Q3 2025 in Review

Glenmede Investment Management reduced its Helios Technologies (HLIO) stake by 14% in Q3 2025, selling an estimated $67.1K and leaving 8,491 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Glenmede Investment Management first reported a position in HLIO in Q2 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HLIO as of Q3 2025.

  • Glenmede Investment Management held 8,491 shares of Helios Technologies worth $443K as of Q3 2025.
  • Glenmede Investment Management sold 1,437 Helios Technologies shares in Q3 2025, an estimated $67.1K.
  • Helios Technologies made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #974 holding.
  • Glenmede Investment Management first reported a position in Helios Technologies in Q2 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.