Keating Financial Advisory Services’s Helios Technologies HLIO Stock Holding History

Keating Financial Advisory Services’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	$89	Buy	+1	New	+$77	﹤0.01%	2479

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Keating Financial Advisory Services's HLIO Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Helios Technologies (HLIO) in Q2 2026: 1 share worth $89. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings.

284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Keating Financial Advisory Services held 1 share of Helios Technologies worth $89 as of Q2 2026.
Helios Technologies was a new Keating Financial Advisory Services position in Q2 2026.
Helios Technologies made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2479 holding.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.