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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
2026
Q2 		$1.41M Buy
+18,037
New +$1.38M 0.47% 78
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

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
Conestoga Capital Advisors
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

Jackson Creek Investment Advisors's HLIO Position: Q2 2026 in Review

Jackson Creek Investment Advisors opened a new position in Helios Technologies (HLIO) in Q2 2026: 18,037 shares worth $1.41M. The stake represents 0.47% of the portfolio and ranks #78 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in HLIO as recently as Q3 2025.

Jackson Creek Investment Advisors first reported a position in HLIO in Q1 2023 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Jackson Creek Investment Advisors held 18,037 shares of Helios Technologies worth $1.41M as of Q2 2026.
  • Helios Technologies was a new Jackson Creek Investment Advisors position in Q2 2026.
  • Helios Technologies made up 0.47% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Jackson Creek Investment Advisors first reported a position in Helios Technologies in Q1 2023 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.