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Pinnacle Associates’s Helios Technologies HLIO Stock Holding History

Pinnacle Associates’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 		$1.84M Buy
28,386
+1,979
+7% +$133K 0.02% 409
2025
Q4 		$1.41M Buy
26,407
+12
+0% +$647 0.02% 459
2025
Q3 		$1.38M Sell
26,395
-5,531
-17% -$258K 0.02% 455
2025
Q2 		$1.07M Buy
31,926
+14,184
+80% +$427K 0.02% 490
2025
Q1 		$569K Buy
17,742
+6,325
+55% +$255K 0.01% 585
2024
Q4 		$510K Sell
11,417
-8,025
-41% -$397K 0.01% 602
2024
Q3 		$882K Buy
19,442
+7,570
+64% +$333K 0.02% 486
2024
Q2 		$567K Sell
11,872
-6,720
-36% -$322K 0.01% 559
2024
Q1 		$831K Sell
18,592
-850
-4% -$36.5K 0.01% 503
2023
Q4 		$882K Sell
19,442
-55
-0.3% -$2.54K 0.01% 494
2023
Q3 		$1.08M Buy
19,497
+200
+1% +$11.9K 0.02% 446
2023
Q2 		$1.28M Buy
+19,297
New +$1.14M 0.02% 432

Other funds holding HLIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return