MetLife Investment Management’s Helios Technologies HLIO Stock Holding History

MetLife 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 Q1	$18.1M	Buy	280,107 +75	+0%	+$5.03K	0.09%	194
2025 Q4	$15M	Sell	280,032 -143,182	-34%	-$7.72M	0.07%	250
2025 Q3	$22.1M	Sell	423,214 -1,614	-0.4%	-$75.4K	0.11%	147
2025 Q2	$14.2M	Buy	424,828 +80,323	+23%	+$2.42M	0.08%	221
2025 Q1	$11.1M	Buy	344,505 +324,167	+1,594%	+$13.1M	0.06%	306
2024 Q4	$908K	Buy	20,338 +1,116	+6%	+$55.2K	﹤0.01%	1469
2024 Q3	$917K	Hold	19,222	–	–	0.01%	1437
2024 Q2	$918K	Buy	19,222 +1,722	+10%	+$82.5K	0.01%	1382
2024 Q1	$782K	Hold	17,500	–	–	0.01%	1434
2023 Q4	$794K	Hold	17,500	–	–	0.01%	1430
2023 Q3	$971K	Hold	17,500	–	–	0.01%	1249
2023 Q2	$1.16M	Hold	17,500	–	–	0.01%	1186
2023 Q1	$1.14M	Hold	17,500	–	–	0.01%	1161
2022 Q4	$953K	Hold	17,500	–	–	0.01%	1240
2022 Q3	$886K	Hold	17,500	–	–	0.01%	1253
2022 Q2	$1.16M	Hold	17,500	–	–	0.01%	1139
2022 Q1	$1.4M	Buy	17,500 +6,278	+56%	+$500K	0.01%	1145
2021 Q4	$1.18M	Hold	11,222	–	–	0.01%	1062
2021 Q3	$921K	Sell	11,222 -1,206	-10%	-$98.4K	0.01%	1158
2021 Q2	$970K	Hold	12,428	–	–	0.01%	1176
2021 Q1	$906K	Hold	12,428	–	–	0.01%	1204
2020 Q4	$662K	Hold	12,428	–	–	0.01%	1332
2020 Q3	$452K	Hold	12,428	–	–	0.01%	1420
2020 Q2	$463K	Hold	12,428	–	–	0.01%	1420
2020 Q1	$471K	Hold	12,428	–	–	0.01%	1250
2019 Q4	$575K	Hold	12,428	–	–	0.01%	1385
2019 Q3	$504K	Hold	12,428	–	–	0.01%	1416
2019 Q2	$577K	Hold	12,428	–	–	0.01%	1392
2019 Q1	$578K	Hold	12,428	–	–	0.01%	1366
2018 Q4	$412K	Hold	12,428	–	–	0.01%	1483
2018 Q3	$681K	Hold	12,428	–	–	0.01%	1336
2018 Q2	$599K	Hold	12,428	–	–	0.01%	1302
2018 Q1	$666K	Buy	12,428 +1,870	+18%	+$110K	0.01%	1205
2017 Q4	$683K	Buy	+10,558	New	+$617K	0.01%	1218

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

MetLife Investment Management's HLIO Position: Q1 2026 in Review

MetLife Investment Management increased its Helios Technologies (HLIO) stake by 0.03% in Q1 2026, buying an estimated $5.03K and bringing the position to 280,107 shares worth $18.1M. The position accounts for 0.09% of the portfolio, ranked #194.

MetLife Investment Management first reported a position in HLIO in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.1M in Q3 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

MetLife Investment Management held 280,107 shares of Helios Technologies worth $18.1M as of Q1 2026.
MetLife Investment Management bought 75 Helios Technologies shares in Q1 2026, an estimated $5.03K.
Helios Technologies made up 0.09% of MetLife Investment Management's portfolio in Q1 2026, its #194 holding.
MetLife Investment Management first reported a position in Helios Technologies in Q4 2017 and has held it in 34 quarters since.
MetLife Investment Management's Helios Technologies position peaked at $22.1M in Q3 2025.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.