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Parallel Advisors’s Helios Technologies HLIO Stock Holding History

Parallel Advisors’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 		$29K Buy
325
+269
+480% +$20.6K ﹤0.01% 2457
2026
Q1 		$3.62K Hold
56
– – ﹤0.01% 3158
2025
Q4 		$3K Sell
56
-3
-5% -$162 ﹤0.01% 3014
2025
Q3 		$3.08K Buy
59
+3
+5% +$140 ﹤0.01% 2947
2025
Q2 		$1.87K Buy
+56
New +$1.69K ﹤0.01% 3055
2025
Q1 		– Sell
-46
Closed -$2.05K – 3577
2024
Q4 		$2.05K Buy
+46
New +$2.28K ﹤0.01% 2964
2024
Q1 		– Sell
-37
Closed -$1.68K – 3360
2023
Q4 		$1.68K Buy
37
+32
+640% +$1.48K ﹤0.01% 2846
2023
Q3 		$277 Hold
5
– – ﹤0.01% 3199
2023
Q2 		$330 Sell
5
-8
-62% -$474 ﹤0.01% 3179
2023
Q1 		$850 Hold
13
– – ﹤0.01% 2994
2022
Q4 		$708 Sell
13
-5
-28% -$269 ﹤0.01% 2971
2022
Q3 		$1K Sell
18
-58
-76% -$3.51K ﹤0.01% 2920
2022
Q2 		$5K Buy
76
+68
+850% +$4.72K ﹤0.01% 2264
2022
Q1 		$1K Sell
8
-29
-78% -$2.31K ﹤0.01% 2755
2021
Q4 		$4K Buy
37
+29
+363% +$2.82K ﹤0.01% 2481
2021
Q3 		$1K Buy
+8
New +$652 ﹤0.01% 2868
2018
Q4 		– Sell
-152
Closed -$6.43K – 2179
2018
Q3 		$8K Hold
152
– – ﹤0.01% 1519
2018
Q2 		$7K Hold
152
– – ﹤0.01% 1474
2018
Q1 		$8K Hold
152
– – ﹤0.01% 1360
2017
Q4 		$10K Hold
152
– – ﹤0.01% 1287
2017
Q3 		$9K Hold
152
– – ﹤0.01% 1323
2017
Q2 		$6K Buy
+152
New +$6.12K ﹤0.01% 1510

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Parallel Advisors's HLIO Position: Q2 2026 in Review

Parallel Advisors increased its Helios Technologies (HLIO) stake by 480% in Q2 2026, buying an estimated $20.6K and bringing the position to 325 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Parallel Advisors first reported a position in HLIO in Q2 2017 and has held it in 22 quarters since. 105 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Parallel Advisors held 325 shares of Helios Technologies worth $29K as of Q2 2026.
  • Parallel Advisors bought 269 Helios Technologies shares in Q2 2026, an estimated $20.6K.
  • Helios Technologies made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2457 holding.
  • Parallel Advisors first reported a position in Helios Technologies in Q2 2017 and has held it in 22 quarters since.
  • 105 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.