Granite Investment Partners’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	$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