Pinnacle Associates
HLIO icon

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
Q3 		$2.01M Buy
29,626
+863
+3% +$65.6K 0.02% 409
2026
Q2 		$2.57M Buy
28,763
+377
+1% +$28.9K 0.03% 378
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

Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Pinnacle Associates's HLIO Position: Q3 2026 in Review

Pinnacle Associates increased its Helios Technologies (HLIO) stake by 3% in Q3 2026, buying an estimated $65.6K and bringing the position to 29,626 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #409.

Pinnacle Associates first reported a position in HLIO in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.57M in Q2 2026. 31 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Pinnacle Associates held 29,626 shares of Helios Technologies worth $2.01M as of Q3 2026.
  • Pinnacle Associates bought 863 Helios Technologies shares in Q3 2026, an estimated $65.6K.
  • Helios Technologies made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #409 holding.
  • Pinnacle Associates first reported a position in Helios Technologies in Q2 2023 and has held it in 14 quarters since.
  • Pinnacle Associates's Helios Technologies position peaked at $2.57M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.