IA
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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
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 – 4696
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 – 3686
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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 $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return