Los Angeles Capital Management’s Helios Technologies HLIO Stock Holding History

Los Angeles Capital 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 Q1	$16.8K	Sell	260 -3,703	-93%	-$248K	﹤0.01%	1792
2025 Q4	$221K	Buy	+3,963	New	+$214K	﹤0.01%	1205
2018 Q4	–	Sell	-8,520	Closed	-$467K	–	1316
2018 Q3	$467K	Buy	8,520 +2,810	+49%	+$142K	﹤0.01%	1114
2018 Q2	$275K	Buy	+5,710	New	+$289K	﹤0.01%	1305
2018 Q1	–	Sell	-3,720	Closed	-$241K	–	1362
2017 Q4	$241K	Sell	3,720 -500	-12%	-$29.2K	﹤0.01%	1221
2017 Q3	$228K	Buy	+4,220	New	+$196K	﹤0.01%	1222

Other funds holding HLIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Los Angeles Capital Management's HLIO Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Helios Technologies (HLIO) stake by 93% in Q1 2026, selling an estimated $248K and leaving 260 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Los Angeles Capital Management first reported a position in HLIO in Q3 2017 and has held it in 6 quarters since. The position peaked at $467K in Q3 2018. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

Los Angeles Capital Management held 260 shares of Helios Technologies worth $16.8K as of Q1 2026.
Los Angeles Capital Management sold 3,703 Helios Technologies shares in Q1 2026, an estimated $248K.
Helios Technologies made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #1792 holding.
Los Angeles Capital Management first reported a position in Helios Technologies in Q3 2017 and has held it in 6 quarters since.
Los Angeles Capital Management's Helios Technologies position peaked at $467K in Q3 2018.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.