Lazard Asset Management’s Helios Technologies HLIO Stock Holding History

Lazard Asset 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 Q2	$2.79M	Buy	31,260 +878	+3%	+$67.4K	﹤0.01%	825
2026 Q1	$1.97M	Buy	+30,382	New	+$2.04M	﹤0.01%	898
2025 Q3	–	Sell	-1,124	Closed	-$37K	–	2037
2025 Q2	$37K	Hold	1,124	–	–	﹤0.01%	2052
2025 Q1	$36K	Buy	+1,124	New	+$45.3K	﹤0.01%	2048
2023 Q1	–	Sell	-585	Closed	-$31K	–	2409
2022 Q4	$31K	Hold	585	–	–	﹤0.01%	2010
2022 Q3	$29K	Sell	585 -1,292	-69%	-$78.1K	﹤0.01%	1988
2022 Q2	$124K	Buy	1,877 +630	+51%	+$43.7K	﹤0.01%	1435
2022 Q1	$100K	Buy	1,247 +439	+54%	+$35K	﹤0.01%	1396
2021 Q4	$84K	Hold	808	–	–	﹤0.01%	1510
2021 Q3	$66K	Buy	808 +232	+40%	+$18.9K	﹤0.01%	1557
2021 Q2	$44K	Buy	+576	New	+$42.2K	﹤0.01%	1644

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

Lazard Asset Management's HLIO Position: Q2 2026 in Review

Lazard Asset Management increased its Helios Technologies (HLIO) stake by 2.9% in Q2 2026, buying an estimated $67.4K and bringing the position to 31,260 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Lazard Asset Management first reported a position in HLIO in Q2 2021 and has held it in 11 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Lazard Asset Management held 31,260 shares of Helios Technologies worth $2.79M as of Q2 2026.
Lazard Asset Management bought 878 Helios Technologies shares in Q2 2026, an estimated $67.4K.
Helios Technologies made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #825 holding.
Lazard Asset Management first reported a position in Helios Technologies in Q2 2021 and has held it in 11 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.