Mitsubishi UFJ Asset Management’s Helios Technologies HLIO Stock Holding History

Mitsubishi UFJ Asset 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	$7.85K	Hold	88	–	–	﹤0.01%	1493
2026 Q1	$5.69K	Hold	88	–	–	﹤0.01%	1480
2025 Q4	$4.81K	Hold	88	–	–	﹤0.01%	1488
2025 Q3	$4.59K	Hold	88	–	–	﹤0.01%	1473
2025 Q2	$2.94K	Hold	88	–	–	﹤0.01%	1553
2025 Q1	$2.82K	Hold	88	–	–	﹤0.01%	1543
2024 Q4	$3.9K	Hold	88	–	–	﹤0.01%	1490
2024 Q3	$4.2K	Hold	88	–	–	﹤0.01%	1465
2024 Q2	$4.2K	Hold	88	–	–	﹤0.01%	1416
2024 Q1	$3.93K	Hold	88	–	–	﹤0.01%	1434
2023 Q4	$3.75K	Hold	88	–	–	﹤0.01%	1415
2023 Q3	$4.88K	Buy	+88	New	+$5.23K	﹤0.01%	1268

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management's HLIO Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its Helios Technologies (HLIO) position steady in Q2 2026 at 88 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Mitsubishi UFJ Asset Management first reported a position in HLIO in Q3 2023 and has held it in 12 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Mitsubishi UFJ Asset Management held 88 shares of Helios Technologies worth $7.85K as of Q2 2026.
Mitsubishi UFJ Asset Management left its Helios Technologies share count unchanged in Q2 2026.
Helios Technologies made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1493 holding.
Mitsubishi UFJ Asset Management first reported a position in Helios Technologies in Q3 2023 and has held it in 12 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.