Jones Financial Companies
HLIO icon

Jones Financial Companies’s Helios Technologies HLIO Stock Holding History

Jones Financial Companies’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 		$90K Buy
1,397
+1,230
+737% +$82.4K ﹤0.01% 2710
2025
Q4 		$8.93K Buy
+167
New +$9K ﹤0.01% 3269
2025
Q3 		– Sell
-100
Closed -$3.35K – 4298
2025
Q2 		$3.35K Sell
100
-30
-23% -$904 ﹤0.01% 3278
2025
Q1 		$4.2K Buy
130
+30
+30% +$1.21K ﹤0.01% 3009
2024
Q4 		$4.46K Sell
100
-111
-53% -$5.49K ﹤0.01% 2789
2024
Q3 		$9.95K Buy
+211
New +$9.28K ﹤0.01% 2209

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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