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HLIO icon

NewEdge Advisors’s Helios Technologies HLIO Stock Holding History

NewEdge 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 		$50.4K Buy
565
+124
+28% +$9.52K ﹤0.01% 3122
2026
Q1 		$28.5K Buy
+441
New +$29.5K ﹤0.01% 3097
2025
Q2 		– Sell
-28
Closed -$899 – 4069
2025
Q1 		$899 Buy
+28
New +$1.13K ﹤0.01% 3642
2023
Q3 		– Sell
-35
Closed -$2.31K – 3548
2023
Q2 		$2.31K Buy
+35
New +$2.07K ﹤0.01% 3050
2023
Q1 		– Sell
-18
Closed -$980 – 3741
2022
Q4 		$980 Buy
+18
New +$970 ﹤0.01% 3036

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

NewEdge Advisors's HLIO Position: Q2 2026 in Review

NewEdge Advisors increased its Helios Technologies (HLIO) stake by 28% in Q2 2026, buying an estimated $9.52K and bringing the position to 565 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

NewEdge Advisors first reported a position in HLIO in Q4 2022 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • NewEdge Advisors held 565 shares of Helios Technologies worth $50.4K as of Q2 2026.
  • NewEdge Advisors bought 124 Helios Technologies shares in Q2 2026, an estimated $9.52K.
  • Helios Technologies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3122 holding.
  • NewEdge Advisors first reported a position in Helios Technologies in Q4 2022 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.