JT
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Jupiter Topco’s Helios Technologies HLIO Stock Holding History

Jupiter Topco’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 		$36.4M Buy
+408,245
New +$31.3M 0.01% 510

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

Jupiter Topco's HLIO Position: Q2 2026 in Review

Jupiter Topco opened a new position in Helios Technologies (HLIO) in Q2 2026: 408,245 shares worth $36.4M. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

267 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Jupiter Topco held 408,245 shares of Helios Technologies worth $36.4M as of Q2 2026.
  • Helios Technologies was a new Jupiter Topco position in Q2 2026.
  • Helios Technologies made up 0.01% of Jupiter Topco's portfolio in Q2 2026, its #510 holding.
  • 267 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.