Natixis Advisors
HLIO icon

Natixis Advisors’s Helios Technologies HLIO Stock Holding History

Natixis 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 		– Sell
-56,546
Closed -$3.66M – 1845
2026
Q1 		$3.66M Sell
56,546
-1,075
-2% -$72K 0.01% 925
2025
Q4 		$3.08M Sell
57,621
-3,743
-6% -$202K ﹤0.01% 932
2025
Q3 		$3.2M Buy
61,364
+13,976
+29% +$653K ﹤0.01% 975
2025
Q2 		$1.58M Sell
47,388
-21,165
-31% -$638K ﹤0.01% 1160
2025
Q1 		$2.2M Buy
68,553
+13,402
+24% +$540K ﹤0.01% 1049
2024
Q4 		$2.46M Buy
+55,151
New +$2.73M ﹤0.01% 1029
2017
Q3 		– Sell
-66,275
Closed -$2.83M – 1033
2017
Q2 		$2.83M Buy
66,275
+4,549
+7% +$183K 0.03% 613
2017
Q1 		$2.23M Buy
61,726
+23,186
+60% +$869K 0.02% 668
2016
Q4 		$1.54M Buy
38,540
+22,617
+142% +$810K 0.02% 736
2016
Q3 		$514K Buy
15,923
+1,447
+10% +$43.7K 0.01% 913
2016
Q2 		$430K Buy
14,476
+896
+7% +$28.3K 0.01% 908
2016
Q1 		$451K Sell
13,580
-324
-2% -$9.54K 0.01% 917
2015
Q4 		$441K Buy
13,904
+804
+6% +$24.7K 0.01% 894
2015
Q3 		$360K Sell
13,100
-2,281
-15% -$74.8K 0.01% 930
2015
Q2 		$586K Buy
15,381
+114
+0.7% +$4.42K 0.01% 879
2015
Q1 		$631K Sell
15,267
-2,711
-15% -$105K 0.01% 872
2014
Q4 		$708K Sell
17,978
-210
-1% -$8.2K 0.01% 862
2014
Q3 		$684K Buy
18,188
+1,707
+10% +$66.8K 0.01% 866
2014
Q2 		$669K Buy
16,481
+2,957
+22% +$117K 0.01% 924
2014
Q1 		$586K Buy
13,524
+5,744
+74% +$234K 0.01% 910
2013
Q4 		$318K Buy
+7,780
New +$307K 0.01% 1005

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

Natixis Advisors's HLIO Position: Q2 2026 in Review

Natixis Advisors sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 56,546 shares — an estimated $3.66M sold.

Natixis Advisors first reported a position in HLIO in Q4 2013 and held it in 21 quarters. The position peaked at $3.66M in Q1 2026. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Natixis Advisors reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
  • Natixis Advisors sold 56,546 Helios Technologies shares in Q2 2026, an estimated $3.66M.
  • Natixis Advisors first reported a position in Helios Technologies in Q4 2013 and held it in 21 quarters.
  • Natixis Advisors's Helios Technologies position peaked at $3.66M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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