MassMutual Private Wealth & Trust’s Helios Technologies HLIO Stock Holding History

MassMutual Private Wealth & Trust’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	$4.82K	Hold	54	–	–	﹤0.01%	1702
2026 Q1	$3.49K	Hold	54	–	–	﹤0.01%	1807
2025 Q4	$2.89K	Hold	54	–	–	﹤0.01%	1887
2025 Q3	$2.81K	Hold	54	–	–	﹤0.01%	1889
2025 Q2	$1.8K	Buy	54 +51	+1,700%	+$1.54K	﹤0.01%	1982
2025 Q1	$96	Buy	+3	New	+$121	﹤0.01%	2334
2024 Q3	–	Sell	-7	Closed	-$334	–	2197
2024 Q2	$334	Hold	7	–	–	﹤0.01%	2012
2024 Q1	$313	Hold	7	–	–	﹤0.01%	1928
2023 Q4	$317	Buy	+7	New	+$323	﹤0.01%	1871
2016 Q2	–	Sell	-31	Closed	-$980	–	865
2016 Q1	$1.03K	Hold	31	–	–	﹤0.01%	737
2015 Q4	$984	Buy	+31	New	+$951	﹤0.01%	716
2014 Q2	–	Sell	-45	Closed	-$1.79K	–	569
2014 Q1	$1.95K	Buy	+45	New	+$1.83K	﹤0.01%	518

Other funds holding HLIO

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's HLIO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Helios Technologies (HLIO) position steady in Q2 2026 at 54 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

MassMutual Private Wealth & Trust first reported a position in HLIO in Q1 2014 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

MassMutual Private Wealth & Trust held 54 shares of Helios Technologies worth $4.82K as of Q2 2026.
MassMutual Private Wealth & Trust left its Helios Technologies share count unchanged in Q2 2026.
Helios Technologies made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1702 holding.
MassMutual Private Wealth & Trust first reported a position in Helios Technologies in Q1 2014 and has held it in 12 quarters since.
51 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.