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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
Q2 		$734K Sell
8,229
-245
-3% -$18.8K 0.01% 1175
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

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

INTECH Investment Management's HLIO Position: Q2 2026 in Review

INTECH Investment Management reduced its Helios Technologies (HLIO) stake by 2.9% in Q2 2026, selling an estimated $18.8K and leaving 8,229 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #1175.

INTECH Investment Management first reported a position in HLIO in Q3 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • INTECH Investment Management held 8,229 shares of Helios Technologies worth $734K as of Q2 2026.
  • INTECH Investment Management sold 245 Helios Technologies shares in Q2 2026, an estimated $18.8K.
  • Helios Technologies made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1175 holding.
  • INTECH Investment Management first reported a position in Helios Technologies in Q3 2024 and has held it in 8 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.