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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return