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
Q2 		$68M Buy
761,883
+50,085
+7% +$3.84M 0.05% 437
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 $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

Neuberger Berman Group's HLIO Position: Q2 2026 in Review

Neuberger Berman Group increased its Helios Technologies (HLIO) stake by 7% in Q2 2026, buying an estimated $3.84M and bringing the position to 761,883 shares worth $68M. The position accounts for 0.05% of the portfolio, ranked #437.

Neuberger Berman Group first reported a position in HLIO in Q1 2024 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Neuberger Berman Group held 761,883 shares of Helios Technologies worth $68M as of Q2 2026.
  • Neuberger Berman Group bought 50,085 Helios Technologies shares in Q2 2026, an estimated $3.84M.
  • Helios Technologies made up 0.05% of Neuberger Berman Group's portfolio in Q2 2026, its #437 holding.
  • Neuberger Berman Group first reported a position in Helios Technologies in Q1 2024 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.