Pictet Asset Management
HLIO icon

Pictet Asset Management’s Helios Technologies HLIO Stock Holding History

Pictet Asset 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
2026
Q2 		$479K Sell
5,372
-599
-10% -$46K ﹤0.01% 1531
2026
Q1 		$386K Buy
5,971
+914
+18% +$61.2K ﹤0.01% 1601
2025
Q4 		$270K Hold
5,057
– – ﹤0.01% 1761
2025
Q3 		$264K Buy
+5,057
New +$236K ﹤0.01% 1721
2024
Q4 		– Sell
-4,268
Closed -$204K – 2062
2024
Q3 		$204K Hold
4,268
– – ﹤0.01% 1808
2024
Q2 		$204K Buy
+4,268
New +$204K ﹤0.01% 1756
2023
Q4 		– Sell
-3,842
Closed -$213K – 1979
2023
Q3 		$213K Buy
+3,842
New +$228K ﹤0.01% 1655

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

Pictet Asset Management's HLIO Position: Q2 2026 in Review

Pictet Asset Management reduced its Helios Technologies (HLIO) stake by 10% in Q2 2026, selling an estimated $46K and leaving 5,372 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Pictet Asset Management first reported a position in HLIO in Q3 2023 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Pictet Asset Management held 5,372 shares of Helios Technologies worth $479K as of Q2 2026.
  • Pictet Asset Management sold 599 Helios Technologies shares in Q2 2026, an estimated $46K.
  • Helios Technologies made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1531 holding.
  • Pictet Asset Management first reported a position in Helios Technologies in Q3 2023 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.