IFP Advisors’s Helios Technologies HLIO Stock Holding History

IFP 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	$1.52K	Hold	17	–	–	﹤0.01%	4354
2026 Q1	$1.1K	Hold	17	–	–	﹤0.01%	4179
2025 Q4	$909	Hold	17	–	–	﹤0.01%	4105
2025 Q3	$886	Buy	+17	New	+$794	﹤0.01%	3997
2025 Q2	–	Hold	0	–	–	–	3176
2025 Q1	–	Hold	0	–	–	–	3792
2024 Q4	–	Hold	0	–	–	–	3799
2022 Q4	–	Sell	-99	Closed	-$5K	–	4694
2022 Q3	$5K	Hold	99	–	–	﹤0.01%	4032
2022 Q2	$5K	Hold	99	–	–	﹤0.01%	3787
2022 Q1	$5K	Buy	+99	New	+$7.89K	﹤0.01%	3787
2018 Q4	–	Sell	-50	Closed	-$3K	–	3680
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	3416
2018 Q2	$2K	Buy	+50	New	+$2.53K	﹤0.01%	3587
2016 Q3	–	Sell	-26	Closed	-$1K	–	3952
2016 Q2	$1K	Buy	+26	New	+$822	﹤0.01%	3627

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

IFP Advisors's HLIO Position: Q2 2026 in Review

IFP Advisors held its Helios Technologies (HLIO) position steady in Q2 2026 at 17 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #4354.

IFP Advisors first reported a position in HLIO in Q2 2016 and has held it in 10 quarters since. The position peaked at $5K in Q3 2022. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

IFP Advisors held 17 shares of Helios Technologies worth $1.52K as of Q2 2026.
IFP Advisors left its Helios Technologies share count unchanged in Q2 2026.
Helios Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4354 holding.
IFP Advisors first reported a position in Helios Technologies in Q2 2016 and has held it in 10 quarters since.
IFP Advisors's Helios Technologies position peaked at $5K in Q3 2022.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.