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Mirabella Financial Services’s Helios Technologies HLIO Stock Holding History

Mirabella Financial Services’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 		$204K Buy
+2,287
New +$176K 0.02% 610
2026
Q1 		– Sell
-6,232
Closed -$333K – 1027
2025
Q4 		$333K Buy
+6,232
New +$336K 0.03% 422

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

Mirabella Financial Services's HLIO Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Helios Technologies (HLIO) in Q2 2026: 2,287 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in HLIO as recently as Q4 2025.

Mirabella Financial Services first reported a position in HLIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $333K in Q4 2025. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Mirabella Financial Services held 2,287 shares of Helios Technologies worth $204K as of Q2 2026.
  • Helios Technologies was a new Mirabella Financial Services position in Q2 2026.
  • Helios Technologies made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #610 holding.
  • Mirabella Financial Services first reported a position in Helios Technologies in Q4 2025 and has held it in 2 quarters since.
  • Mirabella Financial Services's Helios Technologies position peaked at $333K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.