KCM
HLIO icon

Kennedy Capital Management’s Helios Technologies HLIO Stock Holding History

Kennedy Capital Management’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 		$14.8M Sell
229,108
-228,418
-50% -$15.3M 0.31% 103
2025
Q4 		$24.5M Sell
457,526
-300,260
-40% -$16.2M 0.52% 34
2025
Q3 		$39.5M Buy
+757,786
New +$35.4M 0.87% 6
2024
Q2 		– Sell
-71,960
Closed -$3.22M – 723
2024
Q1 		$3.22M Sell
71,960
-24,562
-25% -$1.05M 0.07% 430
2023
Q4 		$4.38M Sell
96,522
-23,026
-19% -$1.06M 0.1% 329
2023
Q3 		$6.63M Sell
119,548
-989
-0.8% -$58.8K 0.16% 230
2023
Q2 		$7.97M Buy
120,537
+67,380
+127% +$3.99M 0.19% 205
2023
Q1 		$3.48M Buy
+53,157
New +$3.46M 0.1% 324

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VCM
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