Hillsdale Investment Management’s Helios Technologies HLIO Stock Holding History

Hillsdale Investment Management’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	$11.2M	Buy	126,040 +13,020	+12%	+$999K	0.26%	89
2026 Q1	$7.31M	Buy	+113,020	New	+$7.57M	0.2%	114
2022 Q3	–	Sell	-11,600	Closed	-$769K	–	567
2022 Q2	$769K	Hold	11,600	–	–	0.06%	224
2022 Q1	$931K	Hold	11,600	–	–	0.06%	244
2021 Q4	$1.22M	Sell	11,600 -2,000	-15%	-$194K	0.08%	201
2021 Q3	$1.12M	Sell	13,600 -1,500	-10%	-$122K	0.09%	203
2021 Q2	$1.18M	Buy	15,100 +200	+1%	+$14.6K	0.09%	200
2021 Q1	$1.09M	Buy	+14,900	New	+$953K	0.09%	233

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

Hillsdale Investment Management's HLIO Position: Q2 2026 in Review

Hillsdale Investment Management increased its Helios Technologies (HLIO) stake by 12% in Q2 2026, buying an estimated $999K and bringing the position to 126,040 shares worth $11.2M. The position accounts for 0.26% of the portfolio, ranked #89.

Hillsdale Investment Management first reported a position in HLIO in Q1 2021 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Hillsdale Investment Management held 126,040 shares of Helios Technologies worth $11.2M as of Q2 2026.
Hillsdale Investment Management bought 13,020 Helios Technologies shares in Q2 2026, an estimated $999K.
Helios Technologies made up 0.26% of Hillsdale Investment Management's portfolio in Q2 2026, its #89 holding.
Hillsdale Investment Management first reported a position in Helios Technologies in Q1 2021 and has held it in 8 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.