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Lindbrook Capital’s Helios Technologies HLIO Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-40
Closed -$1.79K – 2851
2024
Q4 		$1.79K Hold
40
– – ﹤0.01% 2336
2024
Q3 		$1.91K Buy
+40
New +$1.76K ﹤0.01% 2361
2023
Q2 		– Sell
-13
Closed -$850 – 2785
2023
Q1 		$850 Buy
13
+4
+44% +$260 ﹤0.01% 2491
2022
Q4 		$490 Sell
9
-17
-65% -$916 ﹤0.01% 2605
2022
Q3 		$1K Buy
26
+18
+225% +$1.09K ﹤0.01% 2346
2022
Q2 		$1K Buy
+8
New +$555 ﹤0.01% 2258

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lindbrook Capital's HLIO Position: Q1 2025 in Review

Lindbrook Capital sold out of Helios Technologies (HLIO) in Q1 2025, closing a stake of 40 shares — an estimated $1.79K sold.

Lindbrook Capital first reported a position in HLIO in Q2 2022 and held it in 6 quarters. The position peaked at $1.91K in Q3 2024. 183 funds tracked by Wall St. Rank hold HLIO as of Q1 2025.

  • Lindbrook Capital reported no remaining Helios Technologies position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 40 Helios Technologies shares in Q1 2025, an estimated $1.79K.
  • Lindbrook Capital first reported a position in Helios Technologies in Q2 2022 and held it in 6 quarters.
  • Lindbrook Capital's Helios Technologies position peaked at $1.91K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.