HighTower Advisors’s Helios Technologies HLIO Stock Holding History

HighTower 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	$2.02M	Buy	+22,680	New	+$1.74M	﹤0.01%	1763
2018 Q1	–	Sell	-6,879	Closed	-$447K	–	2257
2017 Q4	$447K	Buy	+6,879	New	+$402K	﹤0.01%	1495
2016 Q2	–	Sell	-13,286	Closed	-$437K	–	1882
2016 Q1	$437K	Buy	13,286 +605	+5%	+$17.8K	﹤0.01%	1433
2015 Q4	$401K	Buy	12,681 +2,769	+28%	+$84.9K	﹤0.01%	1430
2015 Q3	$277K	Buy	9,912 +137	+1%	+$4.49K	﹤0.01%	1489
2015 Q2	$372K	Buy	+9,775	New	+$379K	0.01%	1115
2013 Q3	–	Sell	-25,171	Closed	-$813K	–	1392
2013 Q2	$813K	Buy	+25,171	New	+$802K	0.02%	656

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

HighTower Advisors's HLIO Position: Q2 2026 in Review

HighTower Advisors opened a new position in Helios Technologies (HLIO) in Q2 2026: 22,680 shares worth $2.02M. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in HLIO as recently as Q4 2017.

HighTower Advisors first reported a position in HLIO in Q2 2013 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

HighTower Advisors held 22,680 shares of Helios Technologies worth $2.02M as of Q2 2026.
Helios Technologies was a new HighTower Advisors position in Q2 2026.
Helios Technologies made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1763 holding.
HighTower Advisors first reported a position in Helios Technologies in Q2 2013 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.