Northwestern Mutual Wealth Management
HLIO icon

Northwestern Mutual Wealth Management’s Helios Technologies HLIO Stock Holding History

Northwestern Mutual Wealth Management’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 		$3.62K Buy
+56
New +$3.75K ﹤0.01% 3413
2024
Q1 		– Sell
-204
Closed -$9.25K – 3663
2023
Q4 		$9.25K Buy
+204
New +$9.43K ﹤0.01% 2665
2023
Q3 		– Sell
-7
Closed -$463 – 3397
2023
Q2 		$463 Buy
+7
New +$415 ﹤0.01% 3186
2023
Q1 		– Sell
-52
Closed -$2.83K – 3467
2022
Q4 		$2.83K Buy
+52
New +$2.8K ﹤0.01% 2878
2020
Q1 		– Sell
-20
Closed -$1K – 2642
2019
Q4 		$1K Buy
+20
New +$858 ﹤0.01% 2296
2017
Q2 		– Sell
-2,025
Closed -$73K – 2084
2017
Q1 		$73K Buy
2,025
+675
+50% +$25.3K ﹤0.01% 920
2016
Q4 		$54K Buy
+1,350
New +$48.4K ﹤0.01% 1002
2016
Q2 		– Sell
-112
Closed -$4K – 2139
2016
Q1 		$4K Buy
+112
New +$3.3K ﹤0.01% 1709
2015
Q4 		– Sell
-49
Closed -$1K – 1702
2015
Q3 		$1K Buy
+49
New +$1.61K ﹤0.01% 1563

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VPM
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VCM
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CCA
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SBF
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William Blair Investment Management
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Thrivent Financial for Lutherans
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