Legacy Wealth Asset Management’s Helios Technologies HLIO Stock Holding History

Legacy Wealth 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 Q3	–	Sell	-4,086	Closed	-$365K	–	374
2026 Q2	$365K	Buy	4,086 +69	+2%	+$5.3K	0.08%	297
2026 Q1	$260K	Sell	4,017 -169	-4%	-$11.3K	0.06%	326
2025 Q4	$224K	Buy	4,186 +246	+6%	+$13.3K	0.06%	348
2025 Q3	$205K	Buy	+3,940	New	+$184K	0.05%	351

Other funds holding HLIO

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's HLIO Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Helios Technologies (HLIO) in Q3 2026, closing a stake of 4,086 shares — an estimated $365K sold.

Legacy Wealth Asset Management first reported a position in HLIO in Q3 2025 and held it in 4 quarters. The position peaked at $365K in Q2 2026. 5 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

Legacy Wealth Asset Management reported no remaining Helios Technologies position as of Q3 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 4,086 Helios Technologies shares in Q3 2026, an estimated $365K.
Legacy Wealth Asset Management first reported a position in Helios Technologies in Q3 2025 and held it in 4 quarters.
Legacy Wealth Asset Management's Helios Technologies position peaked at $365K in Q2 2026.
5 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.