IIM
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INTECH Investment Management’s Helios Technologies HLIO Stock Holding History

INTECH Investment 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
Q1 		$548K Sell
8,474
-4,270
-34% -$286K 0.01% 1295
2025
Q4 		$682K Hold
12,744
– – 0.01% 1343
2025
Q3 		$664K Sell
12,744
-670
-5% -$31.3K 0.01% 1419
2025
Q2 		$448K Sell
13,414
-9,296
-41% -$280K ﹤0.01% 1661
2025
Q1 		$729K Buy
22,710
+7,920
+54% +$319K 0.01% 1392
2024
Q4 		$660K Buy
14,790
+10,089
+215% +$499K 0.01% 1403
2024
Q3 		$224K Buy
+4,701
New +$207K ﹤0.01% 1668

Other funds holding HLIO

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VPM
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VCM
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CCA
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Wellington Management Group
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SBF
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Jennison Associates
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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