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
Q2 		– Sell
-56
Closed -$3.62K – 4258
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

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

Northwestern Mutual Wealth Management's HLIO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 56 shares — an estimated $3.62K sold.

Northwestern Mutual Wealth Management first reported a position in HLIO in Q3 2015 and held it in 9 quarters. The position peaked at $73K in Q1 2017. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 56 Helios Technologies shares in Q2 2026, an estimated $3.62K.
  • Northwestern Mutual Wealth Management first reported a position in Helios Technologies in Q3 2015 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Helios Technologies position peaked at $73K in Q1 2017.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.