Moneta Group Investment Advisors’s Helios Technologies HLIO Stock Holding History

Moneta Group Investment Advisors’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	$895K	Sell	10,025 -6	-0.1%	-$461	0.01%	420
2026 Q1	$649K	Buy	10,031 +6	+0.1%	+$402	﹤0.01%	446
2025 Q4	$536K	Hold	10,025	–	–	﹤0.01%	480
2025 Q3	$523K	Hold	10,025	–	–	﹤0.01%	483
2025 Q2	$335K	Hold	10,025	–	–	﹤0.01%	533
2025 Q1	$322K	Hold	10,025	–	–	﹤0.01%	511
2024 Q4	$448K	Hold	10,025	–	–	0.01%	427
2024 Q3	$478K	Hold	10,025	–	–	0.01%	416
2024 Q2	$479K	Hold	10,025	–	–	0.01%	399
2024 Q1	$448K	Hold	10,025	–	–	0.01%	399
2023 Q4	$455K	Hold	10,025	–	–	0.01%	356
2023 Q3	$556K	Hold	10,025	–	–	0.01%	294
2023 Q2	$663K	Hold	10,025	–	–	0.01%	277
2023 Q1	$656K	Buy	+10,025	New	+$652K	0.02%	269

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

Moneta Group Investment Advisors's HLIO Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Helios Technologies (HLIO) stake by 0.06% in Q2 2026, selling an estimated $461 and leaving 10,025 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #420.

Moneta Group Investment Advisors first reported a position in HLIO in Q1 2023 and has held it in 14 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Moneta Group Investment Advisors held 10,025 shares of Helios Technologies worth $895K as of Q2 2026.
Moneta Group Investment Advisors sold 6 Helios Technologies shares in Q2 2026, an estimated $461.
Helios Technologies made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #420 holding.
Moneta Group Investment Advisors first reported a position in Helios Technologies in Q1 2023 and has held it in 14 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.