Nuveen
HLIO icon

Nuveen’s Helios Technologies HLIO Stock Holding History

Nuveen’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 		$45.3M Buy
507,047
+177,535
+54% +$13.6M 0.01% 766
2026
Q1 		$21.3M Buy
329,512
+8,595
+3% +$576K 0.01% 1097
2025
Q4 		$17.2M Sell
320,917
-14,588
-4% -$786K ﹤0.01% 1229
2025
Q3 		$17.5M Buy
335,505
+139,409
+71% +$6.51M ﹤0.01% 1233
2025
Q2 		$6.54M Buy
196,096
+109,748
+127% +$3.31M ﹤0.01% 1747
2025
Q1 		$2.77M Hold
86,348
– – ﹤0.01% 2191
2024
Q4 		$3.85M Sell
86,348
-1,116
-1% -$55.2K ﹤0.01% 2094
2024
Q3 		$4.17M Hold
87,464
– – ﹤0.01% 2070
2024
Q2 		$4.18M Hold
87,464
– – ﹤0.01% 2038
2024
Q1 		$3.91M Hold
87,464
– – ﹤0.01% 2107
2023
Q4 		$3.97M Buy
87,464
+1,211
+1% +$56K ﹤0.01% 2093
2023
Q3 		$4.79M Sell
86,253
-677
-0.8% -$40.2K ﹤0.01% 1890
2023
Q2 		$5.75M Buy
86,930
+1,595
+2% +$94.4K ﹤0.01% 1838
2023
Q1 		$5.58M Sell
85,335
-9,413
-10% -$612K ﹤0.01% 1827
2022
Q4 		$5.16M Sell
94,748
-14,621
-13% -$788K ﹤0.01% 1889
2022
Q3 		$5.53M Sell
109,369
-2,309
-2% -$140K ﹤0.01% 1838
2022
Q2 		$7.4M Buy
111,678
+299
+0.3% +$20.7K ﹤0.01% 1704
2022
Q1 		$8.5M Sell
111,379
-2,100
-2% -$167K ﹤0.01% 1752
2021
Q4 		$10.9M Sell
113,479
-9,619
-8% -$935K ﹤0.01% 1635
2021
Q3 		$10.6M Sell
123,098
-5,275
-4% -$430K ﹤0.01% 1734
2021
Q2 		$10M Sell
128,373
-20,550
-14% -$1.5M ﹤0.01% 1866
2021
Q1 		$10.9M Buy
148,923
+4,258
+3% +$272K ﹤0.01% 1745
2020
Q4 		$7.71M Sell
144,665
-5,668
-4% -$267K ﹤0.01% 1860
2020
Q3 		$5.47M Buy
150,333
+35,821
+31% +$1.39M ﹤0.01% 1866
2020
Q2 		$4.27M Sell
114,512
-8,155
-7% -$278K ﹤0.01% 1986
2020
Q1 		$4.65M Buy
122,667
+13,727
+13% +$584K ﹤0.01% 1751
2019
Q4 		$5.04M Sell
108,940
-1,856
-2% -$79.6K ﹤0.01% 1997
2019
Q3 		$4.5M Buy
110,796
+3,187
+3% +$139K ﹤0.01% 2015
2019
Q2 		$4.99M Buy
+107,609
New +$5.03M ﹤0.01% 1995

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

Nuveen's HLIO Position: Q2 2026 in Review

Nuveen increased its Helios Technologies (HLIO) stake by 54% in Q2 2026, buying an estimated $13.6M and bringing the position to 507,047 shares worth $45.3M. The position accounts for 0.01% of the portfolio, ranked #766.

Nuveen first reported a position in HLIO in Q2 2019 and has held it in 29 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Nuveen held 507,047 shares of Helios Technologies worth $45.3M as of Q2 2026.
  • Nuveen bought 177,535 Helios Technologies shares in Q2 2026, an estimated $13.6M.
  • Helios Technologies made up 0.01% of Nuveen's portfolio in Q2 2026, its #766 holding.
  • Nuveen first reported a position in Helios Technologies in Q2 2019 and has held it in 29 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.