MGIA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return