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 Q2	$2.26M	Sell	25,343 -10,637	-30%	-$817K	0.15%	184
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Harbor Capital Advisors's HLIO Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Helios Technologies (HLIO) stake by 30% in Q2 2026, selling an estimated $817K and leaving 25,343 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #184.

Harbor Capital Advisors first reported a position in HLIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q1 2026. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Harbor Capital Advisors held 25,343 shares of Helios Technologies worth $2.26M as of Q2 2026.
Harbor Capital Advisors sold 10,637 Helios Technologies shares in Q2 2026, an estimated $817K.
Helios Technologies made up 0.15% of Harbor Capital Advisors's portfolio in Q2 2026, its #184 holding.
Harbor Capital Advisors first reported a position in Helios Technologies in Q3 2024 and has held it in 8 quarters since.
Harbor Capital Advisors's Helios Technologies position peaked at $2.33M in Q1 2026.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.