HCA
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Harbor Capital Advisors’s Helios Technologies HLIO Stock Holding History

Harbor Capital 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
Q1 		$2.33M Buy
35,980
+35,836
+24,886% +$2.4M 0.19% 147
2025
Q4 		$8K Sell
144
-2
-1% -$108 ﹤0.01% 1010
2025
Q3 		$8K Buy
146
+2
+1% +$93 ﹤0.01% 1006
2025
Q2 		$5K Buy
144
+22
+18% +$663 ﹤0.01% 1170
2025
Q1 		$4K Sell
122
-16
-12% -$645 ﹤0.01% 1235
2024
Q4 		$6K Sell
138
-2
-1% -$99 ﹤0.01% 1086
2024
Q3 		$7K Buy
+140
New +$6.16K ﹤0.01% 1064

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Harbor Capital Advisors's HLIO Position: Q1 2026 in Review

Harbor Capital Advisors increased its Helios Technologies (HLIO) stake by 24,886% in Q1 2026, buying an estimated $2.4M and bringing the position to 35,980 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #147.

Harbor Capital Advisors first reported a position in HLIO in Q3 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Harbor Capital Advisors held 35,980 shares of Helios Technologies worth $2.33M as of Q1 2026.
  • Harbor Capital Advisors bought 35,836 Helios Technologies shares in Q1 2026, an estimated $2.4M.
  • Helios Technologies made up 0.19% of Harbor Capital Advisors's portfolio in Q1 2026, its #147 holding.
  • Harbor Capital Advisors first reported a position in Helios Technologies in Q3 2024 and has held it in 7 quarters since.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.