KK
HLIO icon

KLP Kapitalforvaltning’s Helios Technologies HLIO Stock Holding History

KLP Kapitalforvaltning’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 		$652K Hold
7,300
– – ﹤0.01% 1383
2026
Q1 		$472K Buy
7,300
+300
+4% +$20.1K ﹤0.01% 1450
2025
Q4 		$374K Sell
7,000
-400
-5% -$21.6K ﹤0.01% 1553
2025
Q3 		$386K Buy
7,400
+1,100
+17% +$51.4K ﹤0.01% 1531
2025
Q2 		$210K Sell
6,300
-1,100
-15% -$33.2K ﹤0.01% 1769
2025
Q1 		$237K Hold
7,400
– – ﹤0.01% 1670
2024
Q4 		$330K Buy
+7,400
New +$366K ﹤0.01% 1596

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
CCA
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

KLP Kapitalforvaltning's HLIO Position: Q2 2026 in Review

KLP Kapitalforvaltning held its Helios Technologies (HLIO) position steady in Q2 2026 at 7,300 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

KLP Kapitalforvaltning first reported a position in HLIO in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • KLP Kapitalforvaltning held 7,300 shares of Helios Technologies worth $652K as of Q2 2026.
  • KLP Kapitalforvaltning left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1383 holding.
  • KLP Kapitalforvaltning first reported a position in Helios Technologies in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.