HRT Financial’s Helios Technologies HLIO Stock Holding History

HRT Financial’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	$3.39M	Buy	+52,408	New	+$3.51M	0.01%	1236
2025 Q3	–	Sell	-22,541	Closed	-$752K	–	3191
2025 Q2	$752K	Buy	+22,541	New	+$679K	﹤0.01%	1407
2024 Q2	–	Sell	-10,526	Closed	-$470K	–	2565
2024 Q1	$470K	Buy	+10,526	New	+$452K	﹤0.01%	1295
2022 Q2	–	Sell	-28,314	Closed	-$2.27M	–	3244
2022 Q1	$2.27M	Buy	+28,314	New	+$2.26M	0.02%	588
2021 Q4	–	Sell	-4,059	Closed	-$333K	–	3551
2021 Q3	$333K	Buy	+4,059	New	+$331K	﹤0.01%	2337

Other funds holding HLIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $4.6B AUM 16.08% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

HRT Financial's HLIO Position: Q1 2026 in Review

HRT Financial opened a new position in Helios Technologies (HLIO) in Q1 2026: 52,408 shares worth $3.39M. The stake represents 0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: HRT Financial previously reported a position in HLIO as recently as Q2 2025.

HRT Financial first reported a position in HLIO in Q3 2021 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

HRT Financial held 52,408 shares of Helios Technologies worth $3.39M as of Q1 2026.
Helios Technologies was a new HRT Financial position in Q1 2026.
Helios Technologies made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1236 holding.
HRT Financial first reported a position in Helios Technologies in Q3 2021 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.