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 Q2	$13.4K	Sell	150 -110	-42%	-$8.44K	﹤0.01%	1890
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Los Angeles Capital Management's HLIO Position: Q2 2026 in Review

Los Angeles Capital Management reduced its Helios Technologies (HLIO) stake by 42% in Q2 2026, selling an estimated $8.44K and leaving 150 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Los Angeles Capital Management first reported a position in HLIO in Q3 2017 and has held it in 7 quarters since. The position peaked at $467K in Q3 2018. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Los Angeles Capital Management held 150 shares of Helios Technologies worth $13.4K as of Q2 2026.
Los Angeles Capital Management sold 110 Helios Technologies shares in Q2 2026, an estimated $8.44K.
Helios Technologies made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #1890 holding.
Los Angeles Capital Management first reported a position in Helios Technologies in Q3 2017 and has held it in 7 quarters since.
Los Angeles Capital Management's Helios Technologies position peaked at $467K in Q3 2018.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.