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Leeward Investments’s Helios Technologies HLIO Stock Holding History

Leeward Investments’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 		$18.7M Buy
209,025
+59,760
+40% +$4.59M 0.85% 43
2026
Q1 		$9.66M Buy
+149,265
New +$10M 0.48% 94

Other funds holding HLIO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Leeward Investments's HLIO Position: Q2 2026 in Review

Leeward Investments increased its Helios Technologies (HLIO) stake by 40% in Q2 2026, buying an estimated $4.59M and bringing the position to 209,025 shares worth $18.7M. The position accounts for 0.85% of the portfolio, ranked #43.

Leeward Investments first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Leeward Investments held 209,025 shares of Helios Technologies worth $18.7M as of Q2 2026.
  • Leeward Investments bought 59,760 Helios Technologies shares in Q2 2026, an estimated $4.59M.
  • Helios Technologies made up 0.85% of Leeward Investments's portfolio in Q2 2026, its #43 holding.
  • Leeward Investments first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.