JCIA
HLIO icon

Jackson Creek Investment Advisors’s Helios Technologies HLIO Stock Holding History

Jackson Creek Investment 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
2025
Q4 		– Sell
-25,590
Closed -$1.33M – 323
2025
Q3 		$1.33M Buy
+25,590
New +$1.19M 0.39% 135
2023
Q2 		– Sell
-13,151
Closed -$860K – 336
2023
Q1 		$860K Buy
+13,151
New +$855K 0.36% 132

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jackson Creek Investment Advisors's HLIO Position: Q4 2025 in Review

Jackson Creek Investment Advisors sold out of Helios Technologies (HLIO) in Q4 2025, closing a stake of 25,590 shares — an estimated $1.33M sold.

Jackson Creek Investment Advisors first reported a position in HLIO in Q1 2023 and held it in 2 quarters. The position peaked at $1.33M in Q3 2025. 215 funds tracked by Wall St. Rank hold HLIO as of Q4 2025.

  • Jackson Creek Investment Advisors reported no remaining Helios Technologies position as of Q4 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 25,590 Helios Technologies shares in Q4 2025, an estimated $1.33M.
  • Jackson Creek Investment Advisors first reported a position in Helios Technologies in Q1 2023 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Helios Technologies position peaked at $1.33M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.