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Marco Investment Management’s Helios Technologies HLIO Stock Holding History

Marco Investment 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 		$228K Buy
+2,557
New +$196K 0.02% 229
2022
Q1 		– Sell
-2,037
Closed -$214K – 216
2021
Q4 		$214K Buy
+2,037
New +$198K 0.02% 210

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

Marco Investment Management's HLIO Position: Q2 2026 in Review

Marco Investment Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 2,557 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings. This is a return to the name: Marco Investment Management previously reported a position in HLIO as recently as Q4 2021.

Marco Investment Management first reported a position in HLIO in Q4 2021 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Marco Investment Management held 2,557 shares of Helios Technologies worth $228K as of Q2 2026.
  • Helios Technologies was a new Marco Investment Management position in Q2 2026.
  • Helios Technologies made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #229 holding.
  • Marco Investment Management first reported a position in Helios Technologies in Q4 2021 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.