Goldman Sachs’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1M | Buy |
449,101
+128,881
| +40% | +$8.63M | ﹤0.01% | 2092 |
|
|
2025
Q4 | $17.1M | Sell |
320,220
-55,302
| -15% | -$2.98M | ﹤0.01% | 2533 |
|
|
2025
Q3 | $19.6M | Buy |
375,522
+84,130
| +29% | +$3.93M | ﹤0.01% | 2288 |
|
|
2025
Q2 | $9.72M | Buy |
291,392
+147,582
| +103% | +$4.45M | ﹤0.01% | 2788 |
|
|
2025
Q1 | $4.61M | Buy |
143,810
+17,914
| +14% | +$722K | ﹤0.01% | 3437 |
|
|
2024
Q4 | $5.62M | Buy |
125,896
+4,331
| +4% | +$214K | ﹤0.01% | 3334 |
|
|
2024
Q3 | $5.8M | Buy |
121,565
+14,858
| +14% | +$653K | ﹤0.01% | 3218 |
|
|
2024
Q2 | $5.1M | Buy |
106,707
+13,394
| +14% | +$641K | ﹤0.01% | 3134 |
|
|
2024
Q1 | $4.17M | Buy |
93,313
+65,558
| +236% | +$2.81M | ﹤0.01% | 3271 |
|
|
2023
Q4 | $1.26M | Sell |
27,755
-898
| -3% | -$41.5K | ﹤0.01% | 4250 |
|
|
2023
Q3 | $1.59M | Sell |
28,653
-10,942
| -28% | -$650K | ﹤0.01% | 3942 |
|
|
2023
Q2 | $2.62M | Buy |
39,595
+6,306
| +19% | +$373K | ﹤0.01% | 3664 |
|
|
2023
Q1 | $2.18M | Buy |
33,289
+4,701
| +16% | +$306K | ﹤0.01% | 3790 |
|
|
2022
Q4 | $1.56M | Sell |
28,588
-99,645
| -78% | -$5.37M | ﹤0.01% | 4122 |
|
|
2022
Q3 | $6.49M | Buy |
128,233
+102,414
| +397% | +$6.19M | ﹤0.01% | 2902 |
|
|
2022
Q2 | $1.71M | Sell |
25,819
-680
| -3% | -$47.2K | ﹤0.01% | 4178 |
|
|
2022
Q1 | $2.13M | Sell |
26,499
-8,598
| -24% | -$685K | ﹤0.01% | 4208 |
|
|
2021
Q4 | $3.69M | Buy |
35,097
+19,061
| +119% | +$1.85M | ﹤0.01% | 3711 |
|
|
2021
Q3 | $1.32M | Sell |
16,036
-4,252
| -21% | -$347K | ﹤0.01% | 4542 |
|
|
2021
Q2 | $1.58M | Buy |
20,288
+3,870
| +24% | +$283K | ﹤0.01% | 4404 |
|
|
2021
Q1 | $1.2M | Sell |
16,418
-48,145
| -75% | -$3.08M | ﹤0.01% | 4461 |
|
|
2020
Q4 | $3.44M | Buy |
64,563
+28,573
| +79% | +$1.34M | ﹤0.01% | 3299 |
|
|
2020
Q3 | $1.31M | Sell |
35,990
-4,097
| -10% | -$159K | ﹤0.01% | 3885 |
|
|
2020
Q2 | $1.49M | Sell |
40,087
-30,959
| -44% | -$1.06M | ﹤0.01% | 3664 |
|
|
2020
Q1 | $2.69M | Buy |
71,046
+18,749
| +36% | +$798K | ﹤0.01% | 3098 |
|
|
2019
Q4 | $2.42M | Buy |
52,297
+34,254
| +190% | +$1.47M | ﹤0.01% | 3512 |
|
|
2019
Q3 | $732K | Sell |
18,043
-11,863
| -40% | -$516K | ﹤0.01% | 4234 |
|
|
2019
Q2 | $1.39M | Sell |
29,906
-8,234
| -22% | -$385K | ﹤0.01% | 3772 |
|
|
2019
Q1 | $1.77M | Sell |
38,140
-1,073
| -3% | -$42.9K | ﹤0.01% | 3715 |
|
|
2018
Q4 | $1.3M | Buy |
39,213
+1,631
| +4% | +$69K | ﹤0.01% | 3820 |
|
|
2018
Q3 | $2.06M | Buy |
37,582
+2,379
| +7% | +$121K | ﹤0.01% | 3588 |
|
|
2018
Q2 | $1.7M | Buy |
35,203
+2,619
| +8% | +$132K | ﹤0.01% | 3724 |
|
|
2018
Q1 | $1.75M | Sell |
32,584
-13,139
| -29% | -$774K | ﹤0.01% | 3693 |
|
|
2017
Q4 | $2.96M | Buy |
45,723
+17,060
| +60% | +$996K | ﹤0.01% | 3460 |
|
|
2017
Q3 | $1.55M | Buy |
28,663
+5,053
| +21% | +$234K | ﹤0.01% | 4196 |
|
|
2017
Q2 | $1.01M | Buy |
23,610
+571
| +2% | +$23K | ﹤0.01% | 4446 |
|
|
2017
Q1 | $832K | Sell |
23,039
-8,936
| -28% | -$335K | ﹤0.01% | 4552 |
|
|
2016
Q4 | $1.28M | Sell |
31,975
-1,437
| -4% | -$51.5K | ﹤0.01% | 4245 |
|
|
2016
Q3 | $1.08M | Buy |
33,412
+7,042
| +27% | +$213K | ﹤0.01% | 4332 |
|
|
2016
Q2 | $783K | Buy |
26,370
+6,614
| +33% | +$209K | ﹤0.01% | 4416 |
|
|
2016
Q1 | $656K | Buy |
19,756
+10,979
| +125% | +$323K | ﹤0.01% | 4471 |
|
|
2015
Q4 | $278K | Sell |
8,777
-1,465
| -14% | -$44.9K | ﹤0.01% | 5415 |
|
|
2015
Q3 | $281K | Sell |
10,242
-919
| -8% | -$30.1K | ﹤0.01% | 5675 |
|
|
2015
Q2 | $425K | Sell |
11,161
-14,661
| -57% | -$569K | ﹤0.01% | 5360 |
|
|
2015
Q1 | $1.07M | Buy |
25,822
+4,777
| +23% | +$185K | ﹤0.01% | 4398 |
|
|
2014
Q4 | $829K | Buy |
21,045
+1,408
| +7% | +$55K | ﹤0.01% | 4788 |
|
|
2014
Q3 | $738K | Sell |
19,637
-259
| -1% | -$10.1K | ﹤0.01% | 4922 |
|
|
2014
Q2 | $808K | Sell |
19,896
-2,718
| -12% | -$108K | ﹤0.01% | 4895 |
|
|
2014
Q1 | $979K | Sell |
22,614
-26,798
| -54% | -$1.09M | ﹤0.01% | 4691 |
|
|
2013
Q4 | $2.02M | Sell |
49,412
-45,713
| -48% | -$1.8M | ﹤0.01% | 4053 |
|
|
2013
Q3 | $3.45M | Buy |
95,125
+2,863
| +3% | +$93.7K | ﹤0.01% | 3353 |
|
|
2013
Q2 | $2.89M | Buy |
+92,262
| New | +$2.94M | ﹤0.01% | 3327 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
