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Institute for Wealth Management’s Helios Technologies HLIO Stock Holding History

Institute for Wealth Management’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 		$18.5K Buy
+207
New +$15.9K ﹤0.01% 1154

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Institute for Wealth Management's HLIO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 207 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

115 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Institute for Wealth Management held 207 shares of Helios Technologies worth $18.5K as of Q2 2026.
  • Helios Technologies was a new Institute for Wealth Management position in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1154 holding.
  • 115 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.