LPL Financial
HLIO icon

LPL Financial’s Helios Technologies HLIO Stock Holding History

LPL Financial’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 		$1.22M Buy
13,716
+6,915
+102% +$531K ﹤0.01% 4239
2026
Q1 		$440K Buy
6,801
+1,112
+20% +$74.5K ﹤0.01% 4881
2025
Q4 		$304K Buy
5,689
+274
+5% +$14.8K ﹤0.01% 5136
2025
Q3 		$282K Buy
+5,415
New +$253K ﹤0.01% 5093
2024
Q1 		– Sell
-5,341
Closed -$242K – 4969
2023
Q4 		$242K Buy
5,341
+1,302
+32% +$60.2K ﹤0.01% 4249
2023
Q3 		$224K Sell
4,039
-12,725
-76% -$756K ﹤0.01% 4151
2023
Q2 		$1.11M Buy
16,764
+264
+2% +$15.6K ﹤0.01% 2756
2023
Q1 		$1.08M Buy
16,500
+2,511
+18% +$163K ﹤0.01% 2692
2022
Q4 		$773K Sell
13,989
-78
-0.6% -$4.2K ﹤0.01% 2855
2022
Q3 		$712K Buy
14,067
+831
+6% +$50.2K ﹤0.01% 2816
2022
Q2 		$848K Buy
13,236
+903
+7% +$62.6K ﹤0.01% 2715
2022
Q1 		$953K Buy
12,333
+2,592
+27% +$207K ﹤0.01% 2652
2021
Q4 		$1.02M Buy
9,741
+3,552
+57% +$345K ﹤0.01% 2637
2021
Q3 		$531K Buy
6,189
+485
+9% +$39.6K ﹤0.01% 3164
2021
Q2 		$445K Buy
5,704
+999
+21% +$73.1K ﹤0.01% 3266
2021
Q1 		$343K Sell
4,705
-54
-1% -$3.45K ﹤0.01% 3365
2020
Q4 		$254K Buy
+4,759
New +$224K ﹤0.01% 3341
2020
Q2 		– Sell
-5,454
Closed -$207K – 3477
2020
Q1 		$207K Sell
5,454
-244
-4% -$10.4K ﹤0.01% 2782
2019
Q4 		$263K Sell
5,698
-1,186
-17% -$50.9K ﹤0.01% 2878
2019
Q3 		$279K Buy
6,884
+70
+1% +$3.05K ﹤0.01% 2738
2019
Q2 		$318K Buy
6,814
+531
+8% +$24.8K ﹤0.01% 2651
2019
Q1 		$299K Buy
6,283
+103
+2% +$4.12K ﹤0.01% 2639
2018
Q4 		$205K Buy
6,180
+113
+2% +$4.78K ﹤0.01% 2789
2018
Q3 		$332K Sell
6,067
-76
-1% -$3.85K ﹤0.01% 2590
2018
Q2 		$296K Buy
6,143
+693
+13% +$35K ﹤0.01% 2660
2018
Q1 		$291K Buy
+5,450
New +$321K ﹤0.01% 2637

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

LPL Financial's HLIO Position: Q2 2026 in Review

LPL Financial increased its Helios Technologies (HLIO) stake by 102% in Q2 2026, buying an estimated $531K and bringing the position to 13,716 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

LPL Financial first reported a position in HLIO in Q1 2018 and has held it in 26 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • LPL Financial held 13,716 shares of Helios Technologies worth $1.22M as of Q2 2026.
  • LPL Financial bought 6,915 Helios Technologies shares in Q2 2026, an estimated $531K.
  • Helios Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4239 holding.
  • LPL Financial first reported a position in Helios Technologies in Q1 2018 and has held it in 26 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.