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Pictet Asset Management’s
Helios Technologies
HLIO
Stock Holding History
Pictet Asset Management’s Portfolio
HLIO Stock Details
HLIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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Malvern, Pennsylvania
$4.04T AUM
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
SBF
Sara-Bay Financial
Sarasota, Florida
$333M AUM
91.79%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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