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Kemnay Advisory Services’s Helios Technologies HLIO Stock Holding History

Kemnay 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
Q1 		$82.3K Sell
1,272
-680
-35% -$45.6K 0.01% 154
2025
Q4 		$104K Buy
+1,952
New +$105K 0.02% 151

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 $375M AUM 56.53% 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

Kemnay Advisory Services's HLIO Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Helios Technologies (HLIO) stake by 35% in Q1 2026, selling an estimated $45.6K and leaving 1,272 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #154.

Kemnay Advisory Services first reported a position in HLIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $104K in Q4 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Kemnay Advisory Services held 1,272 shares of Helios Technologies worth $82.3K as of Q1 2026.
  • Kemnay Advisory Services sold 680 Helios Technologies shares in Q1 2026, an estimated $45.6K.
  • Helios Technologies made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #154 holding.
  • Kemnay Advisory Services first reported a position in Helios Technologies in Q4 2025 and has held it in 2 quarters since.
  • Kemnay Advisory Services's Helios Technologies position peaked at $104K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.