PEAK6
HLIO icon

PEAK6’s Helios Technologies HLIO Stock Holding History

PEAK6’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 		– Sell
-3,993
Closed -$214K – 2953
2025
Q4 		$214K Buy
+3,993
New +$215K ﹤0.01% 2373

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PEAK6's HLIO Position: Q1 2026 in Review

PEAK6 sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 3,993 shares — an estimated $214K sold.

PEAK6 first reported a position in HLIO in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 252 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • PEAK6 reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
  • PEAK6 sold 3,993 Helios Technologies shares in Q1 2026, an estimated $214K.
  • PEAK6 first reported a position in Helios Technologies in Q4 2025 and held it in 1 quarter.
  • PEAK6's Helios Technologies position peaked at $214K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.