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Parkworth Wealth Management’s Helios Technologies HLIO Stock Holding History

Parkworth 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
2025
Q1 		– Sell
-1
Closed -$45 – 1254
2024
Q4 		$45 Buy
+1
New +$49 ﹤0.01% 1166

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Parkworth Wealth Management's HLIO Position: Q1 2025 in Review

Parkworth Wealth Management sold out of Helios Technologies (HLIO) in Q1 2025, closing a stake of 1 share — an estimated $45 sold.

Parkworth Wealth Management first reported a position in HLIO in Q4 2024 and held it in 1 quarter. The position peaked at $45 in Q4 2024. 183 funds tracked by Wall St. Rank hold HLIO as of Q1 2025.

  • Parkworth Wealth Management reported no remaining Helios Technologies position as of Q1 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 1 Helios Technologies share in Q1 2025, an estimated $45.
  • Parkworth Wealth Management first reported a position in Helios Technologies in Q4 2024 and held it in 1 quarter.
  • Parkworth Wealth Management's Helios Technologies position peaked at $45 in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2025.

Based on Parkworth Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.