HSBC Holdings’s Helios Technologies HLIO Stock Holding History

HSBC Holdings’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	$556K	Buy	+6,251	New	+$480K	﹤0.01%	2230
2025 Q1	–	Sell	-14,323	Closed	-$638K	–	3138
2024 Q4	$638K	Buy	+14,323	New	+$709K	﹤0.01%	2034
2022 Q2	–	Sell	-2,554	Closed	-$206K	–	3326
2022 Q1	$206K	Buy	2,554 +19	+0.7%	+$1.51K	﹤0.01%	2983
2021 Q4	$265K	Buy	+2,535	New	+$246K	﹤0.01%	2868
2017 Q1	–	Sell	-5,636	Closed	-$225K	–	2315
2016 Q4	$225K	Buy	+5,636	New	+$202K	﹤0.01%	2453

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

HSBC Holdings's HLIO Position: Q2 2026 in Review

HSBC Holdings opened a new position in Helios Technologies (HLIO) in Q2 2026: 6,251 shares worth $556K. The stake represents ﹤0.01% of the portfolio and ranks #2230 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in HLIO as recently as Q4 2024.

HSBC Holdings first reported a position in HLIO in Q4 2016 and has held it in 5 quarters since. The position peaked at $638K in Q4 2024. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

HSBC Holdings held 6,251 shares of Helios Technologies worth $556K as of Q2 2026.
Helios Technologies was a new HSBC Holdings position in Q2 2026.
Helios Technologies made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2230 holding.
HSBC Holdings first reported a position in Helios Technologies in Q4 2016 and has held it in 5 quarters since.
HSBC Holdings's Helios Technologies position peaked at $638K in Q4 2024.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.