OAM
HLIO icon

Ostrum Asset Management’s Helios Technologies HLIO Stock Holding History

Ostrum Asset 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 		$1.2M Sell
18,560
-5,895
-24% -$395K 0.07% 203
2025
Q4 		$1.31M Buy
24,455
+2,820
+13% +$152K 0.06% 229
2025
Q3 		$1.13M Buy
21,635
+2,915
+16% +$136K 0.05% 290
2025
Q2 		$625K Sell
18,720
-1,515
-7% -$45.7K 0.03% 378
2025
Q1 		$649K Buy
+20,235
New +$815K 0.03% 371
2024
Q2 		– Sell
-19
Closed -$849 – 653
2024
Q1 		$849 Sell
19
-400
-95% -$17.2K ﹤0.01% 654
2023
Q4 		$19K Sell
419
-672
-62% -$31K ﹤0.01% 658
2023
Q3 		$60.5K Buy
1,091
+321
+42% +$19.1K 0.01% 660
2023
Q2 		$50.9K Hold
770
– – ﹤0.01% 652
2023
Q1 		$50.4K Buy
+770
New +$50.1K ﹤0.01% 650

Other funds holding HLIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return