Neuberger Berman Group
HLIO icon

Neuberger Berman Group’s Helios Technologies HLIO Stock Holding History

Neuberger Berman Group’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 		$46M Buy
711,798
+7,403
+1% +$496K 0.04% 493
2025
Q4 		$37.7M Sell
704,395
-5,069
-0.7% -$273K 0.03% 525
2025
Q3 		$37M Buy
709,464
+223,078
+46% +$10.4M 0.03% 528
2025
Q2 		$16.2M Buy
486,386
+1,432
+0.3% +$43.2K 0.01% 690
2025
Q1 		$15.6M Sell
484,954
-3,946
-0.8% -$159K 0.01% 684
2024
Q4 		$21.8M Buy
488,900
+9,766
+2% +$483K 0.02% 630
2024
Q3 		$22.8M Buy
479,134
+155,788
+48% +$6.85M 0.02% 631
2024
Q2 		$15.4M Buy
323,346
+291,496
+915% +$14M 0.01% 698
2024
Q1 		$1.42M Buy
+31,850
New +$1.37M ﹤0.01% 1196

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