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Granite Investment Partners’s Helios Technologies HLIO Stock Holding History

Granite Investment 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
2026
Q2 		$4.17M Sell
46,736
-14,661
-24% -$1.13M 0.21% 135
2026
Q1 		$3.97M Sell
61,397
-25,331
-29% -$1.7M 0.24% 126
2025
Q4 		$4.64M Sell
86,728
-23,178
-21% -$1.25M 0.28% 116
2025
Q3 		$5.73M Sell
109,906
-17,989
-14% -$840K 0.33% 97
2025
Q2 		$4.27M Sell
127,895
-3,619
-3% -$109K 0.21% 122
2025
Q1 		$4.22M Sell
131,514
-8,335
-6% -$336K 0.21% 125
2024
Q4 		$6.24M Sell
139,849
-24,814
-15% -$1.23M 0.27% 108
2024
Q3 		$7.85M Sell
164,663
-1,910
-1% -$84K 0.34% 103
2024
Q2 		$7.95M Sell
166,573
-165
-0.1% -$7.9K 0.33% 101
2024
Q1 		$7.45M Buy
166,738
+27,694
+20% +$1.19M 0.28% 108
2023
Q4 		$6.31M Sell
139,044
-82,007
-37% -$3.79M 0.25% 119
2023
Q3 		$12.3M Buy
221,051
+30,911
+16% +$1.84M 0.51% 73
2023
Q2 		$12.6M Buy
190,140
+8,130
+4% +$481K 0.5% 78
2023
Q1 		$11.9M Buy
182,010
+117,027
+180% +$7.61M 0.5% 75
2022
Q4 		$3.54M Buy
+64,983
New +$3.5M 0.15% 159
2017
Q2 		– Sell
-259,054
Closed -$9.36M – 306
2017
Q1 		$9.36M Buy
259,054
+24,118
+10% +$904K 0.64% 70
2016
Q4 		$9.39M Sell
234,936
-8,013
-3% -$287K 0.69% 58
2016
Q3 		$7.84M Buy
242,949
+48,143
+25% +$1.45M 0.58% 73
2016
Q2 		$5.78M Buy
+194,806
New +$6.16M 0.46% 91

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

Granite Investment Partners's HLIO Position: Q2 2026 in Review

Granite Investment Partners reduced its Helios Technologies (HLIO) stake by 24% in Q2 2026, selling an estimated $1.13M and leaving 46,736 shares worth $4.17M. The position accounts for 0.21% of the portfolio, ranked #135.

Granite Investment Partners first reported a position in HLIO in Q2 2016 and has held it in 19 quarters since. The position peaked at $12.6M in Q2 2023. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Granite Investment Partners held 46,736 shares of Helios Technologies worth $4.17M as of Q2 2026.
  • Granite Investment Partners sold 14,661 Helios Technologies shares in Q2 2026, an estimated $1.13M.
  • Helios Technologies made up 0.21% of Granite Investment Partners's portfolio in Q2 2026, its #135 holding.
  • Granite Investment Partners first reported a position in Helios Technologies in Q2 2016 and has held it in 19 quarters since.
  • Granite Investment Partners's Helios Technologies position peaked at $12.6M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.