HSBC Holdings
HLIO icon

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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

HSBC Holdings's HLIO Position: Q1 2025 in Review

HSBC Holdings sold out of Helios Technologies (HLIO) in Q1 2025, closing a stake of 14,323 shares — an estimated $638K sold.

HSBC Holdings first reported a position in HLIO in Q4 2016 and held it in 4 quarters. The position peaked at $638K in Q4 2024. 183 funds tracked by Wall St. Rank hold HLIO as of Q1 2025.

  • HSBC Holdings reported no remaining Helios Technologies position as of Q1 2025 after selling out during the quarter.
  • HSBC Holdings sold 14,323 Helios Technologies shares in Q1 2025, an estimated $638K.
  • HSBC Holdings first reported a position in Helios Technologies in Q4 2016 and held it in 4 quarters.
  • HSBC Holdings's Helios Technologies position peaked at $638K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.