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HLIO icon

Inspire Investing’s Helios Technologies HLIO Stock Holding History

Inspire Investing’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 		$680K Sell
7,618
-267
-3% -$20.5K 0.03% 715
2026
Q1 		$510K Sell
7,885
-876
-10% -$58.7K 0.03% 804
2025
Q4 		$469K Buy
8,761
+25
+0.3% +$1.35K 0.04% 457
2025
Q3 		$455K Sell
8,736
-2,946
-25% -$138K 0.04% 484
2025
Q2 		$390K Buy
11,682
+994
+9% +$30K 0.04% 533
2025
Q1 		$343K Buy
10,688
+1,733
+19% +$69.8K 0.04% 610
2024
Q4 		$400K Buy
8,955
+301
+3% +$14.9K 0.04% 652
2024
Q3 		$413K Buy
8,654
+1,372
+19% +$60.3K 0.04% 528
2024
Q2 		$348K Sell
7,282
-849
-10% -$40.7K 0.04% 715
2024
Q1 		$363K Buy
+8,131
New +$349K 0.04% 429

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Inspire Investing's HLIO Position: Q2 2026 in Review

Inspire Investing reduced its Helios Technologies (HLIO) stake by 3.4% in Q2 2026, selling an estimated $20.5K and leaving 7,618 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #715.

Inspire Investing first reported a position in HLIO in Q1 2024 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Inspire Investing held 7,618 shares of Helios Technologies worth $680K as of Q2 2026.
  • Inspire Investing sold 267 Helios Technologies shares in Q2 2026, an estimated $20.5K.
  • Helios Technologies made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #715 holding.
  • Inspire Investing first reported a position in Helios Technologies in Q1 2024 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.