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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

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

Legacy Wealth Asset Management's HLIO Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Helios Technologies (HLIO) stake by 1.7% in Q2 2026, buying an estimated $5.3K and bringing the position to 4,086 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #297.

Legacy Wealth Asset Management first reported a position in HLIO in Q3 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Legacy Wealth Asset Management held 4,086 shares of Helios Technologies worth $365K as of Q2 2026.
  • Legacy Wealth Asset Management bought 69 Helios Technologies shares in Q2 2026, an estimated $5.3K.
  • Helios Technologies made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #297 holding.
  • Legacy Wealth Asset Management first reported a position in Helios Technologies in Q3 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.