Morgan Stanley
HLIO icon

Morgan Stanley’s Helios Technologies HLIO Stock Holding History

Morgan Stanley’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 		$9.08M Sell
140,339
-1,669
-1% -$112K ﹤0.01% 3647
2025
Q4 		$7.6M Sell
142,008
-26,796
-16% -$1.44M ﹤0.01% 3856
2025
Q3 		$8.8M Sell
168,804
-44,549
-21% -$2.08M ﹤0.01% 3656
2025
Q2 		$7.12M Buy
213,353
+14,903
+8% +$449K ﹤0.01% 3767
2025
Q1 		$6.37M Buy
198,450
+47,168
+31% +$1.9M ﹤0.01% 3718
2024
Q4 		$6.75M Sell
151,282
-20,054
-12% -$993K ﹤0.01% 3731
2024
Q3 		$8.17M Buy
171,336
+60,370
+54% +$2.65M ﹤0.01% 3584
2024
Q2 		$5.3M Sell
110,966
-25,545
-19% -$1.22M ﹤0.01% 3824
2024
Q1 		$6.1M Sell
136,511
-222,287
-62% -$9.54M ﹤0.01% 3763
2023
Q4 		$16.3M Buy
358,798
+256,751
+252% +$11.9M ﹤0.01% 3521
2023
Q3 		$5.66M Buy
102,047
+6,779
+7% +$403K ﹤0.01% 3647
2023
Q2 		$6.3M Buy
95,268
+10,999
+13% +$651K ﹤0.01% 3586
2023
Q1 		$5.51M Sell
84,269
-39,463
-32% -$2.57M ﹤0.01% 3703
2022
Q4 		$6.74M Sell
123,732
-13,041
-10% -$703K ﹤0.01% 3472
2022
Q3 		$6.92M Buy
136,773
+20,469
+18% +$1.24M ﹤0.01% 3356
2022
Q2 		$7.71M Buy
116,304
+43,550
+60% +$3.02M ﹤0.01% 3348
2022
Q1 		$5.84M Sell
72,754
-2,063
-3% -$164K ﹤0.01% 3521
2021
Q4 		$7.87M Buy
74,817
+11,069
+17% +$1.08M ﹤0.01% 3216
2021
Q3 		$5.24M Sell
63,748
-8,641
-12% -$705K ﹤0.01% 3641
2021
Q2 		$5.65M Buy
72,389
+50,994
+238% +$3.73M ﹤0.01% 3653
2021
Q1 		$1.56M Sell
21,395
-6,733
-24% -$431K ﹤0.01% 4447
2020
Q4 		$1.5M Buy
28,128
+19,617
+230% +$923K ﹤0.01% 4397
2020
Q3 		$311K Sell
8,511
-135,371
-94% -$5.25M ﹤0.01% 4884
2020
Q2 		$5.36M Buy
143,882
+135,541
+1,625% +$4.62M ﹤0.01% 2591
2020
Q1 		$316K Sell
8,341
-36,658
-81% -$1.56M ﹤0.01% 4635
2019
Q4 		$2.08M Buy
44,999
+30,936
+220% +$1.33M ﹤0.01% 4009
2019
Q3 		$571K Sell
14,063
-1,778
-11% -$77.4K ﹤0.01% 4622
2019
Q2 		$735K Buy
15,841
+4,111
+35% +$192K ﹤0.01% 4401
2019
Q1 		$545K Sell
11,730
-39,746
-77% -$1.59M ﹤0.01% 4496
2018
Q4 		$1.71M Sell
51,476
-1,785
-3% -$75.5K ﹤0.01% 3895
2018
Q3 		$2.92M Sell
53,261
-16,967
-24% -$860K ﹤0.01% 3690
2018
Q2 		$3.38M Buy
70,228
+2,195
+3% +$111K ﹤0.01% 3590
2018
Q1 		$3.64M Sell
68,033
-4,449
-6% -$262K ﹤0.01% 3387
2017
Q4 		$4.69M Buy
72,482
+22,679
+46% +$1.32M ﹤0.01% 3177
2017
Q3 		$2.69M Buy
49,803
+11,539
+30% +$535K ﹤0.01% 3586
2017
Q2 		$1.63M Sell
38,264
-1,476
-4% -$59.5K ﹤0.01% 3971
2017
Q1 		$1.44M Sell
39,740
-39,933
-50% -$1.5M ﹤0.01% 4097
2016
Q4 		$3.18M Buy
79,673
+65,543
+464% +$2.35M ﹤0.01% 3457
2016
Q3 		$457K Buy
14,130
+2,598
+23% +$78.5K ﹤0.01% 4578
2016
Q2 		$343K Sell
11,532
-8,906
-44% -$281K ﹤0.01% 4644
2016
Q1 		$679K Sell
20,438
-18,572
-48% -$547K ﹤0.01% 4225
2015
Q4 		$1.24M Sell
39,010
-75,755
-66% -$2.32M ﹤0.01% 3896
2015
Q3 		$3.15M Buy
114,765
+103,018
+877% +$3.38M ﹤0.01% 3076
2015
Q2 		$448K Sell
11,747
-2,470
-17% -$95.9K ﹤0.01% 4795
2015
Q1 		$589K Buy
14,217
+942
+7% +$36.4K ﹤0.01% 4549
2014
Q4 		$522K Sell
13,275
-13,488
-50% -$527K ﹤0.01% 4625
2014
Q3 		$1.01M Buy
26,763
+13,036
+95% +$510K ﹤0.01% 4024
2014
Q2 		$556K Buy
13,727
+3,738
+37% +$148K ﹤0.01% 4498
2014
Q1 		$433K Buy
9,989
+6,590
+194% +$268K ﹤0.01% 4653
2013
Q4 		$139K Buy
+3,399
New +$134K ﹤0.01% 5209
2013
Q3 		– Sell
-10,233
Closed -$320K – 5352
2013
Q2 		$320K Buy
+10,233
New +$326K ﹤0.01% 4561

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T 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 $375M AUM 56.53% 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

Morgan Stanley's HLIO Position: Q1 2026 in Review

Morgan Stanley reduced its Helios Technologies (HLIO) stake by 1.2% in Q1 2026, selling an estimated $112K and leaving 140,339 shares worth $9.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

Morgan Stanley first reported a position in HLIO in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.3M in Q4 2023. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Morgan Stanley held 140,339 shares of Helios Technologies worth $9.08M as of Q1 2026.
  • Morgan Stanley sold 1,669 Helios Technologies shares in Q1 2026, an estimated $112K.
  • Helios Technologies made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3647 holding.
  • Morgan Stanley first reported a position in Helios Technologies in Q2 2013 and has held it in 51 quarters since.
  • Morgan Stanley's Helios Technologies position peaked at $16.3M in Q4 2023.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.