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Physician Wealth Advisors’s Helios Technologies HLIO Stock Holding History

Physician Wealth 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 		$4.73K Buy
53
+11
+26% +$844 ﹤0.01% 1126
2026
Q1 		$2.72K Hold
42
– – ﹤0.01% 1224
2025
Q4 		$2.25K Buy
42
+18
+75% +$970 ﹤0.01% 1236
2025
Q3 		$1.25K Hold
24
– – ﹤0.01% 1441
2025
Q2 		$801 Buy
+24
New +$723 ﹤0.01% 1556

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

Physician Wealth Advisors's HLIO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Helios Technologies (HLIO) stake by 26% in Q2 2026, buying an estimated $844 and bringing the position to 53 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Physician Wealth Advisors first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Physician Wealth Advisors held 53 shares of Helios Technologies worth $4.73K as of Q2 2026.
  • Physician Wealth Advisors bought 11 Helios Technologies shares in Q2 2026, an estimated $844.
  • Helios Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1126 holding.
  • Physician Wealth Advisors first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.