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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
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

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

Pinnacle Associates's HLIO Position: Q2 2026 in Review

Pinnacle Associates increased its Helios Technologies (HLIO) stake by 1.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 28,763 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #378.

Pinnacle Associates first reported a position in HLIO in Q2 2023 and has held it in 13 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Pinnacle Associates held 28,763 shares of Helios Technologies worth $2.57M as of Q2 2026.
  • Pinnacle Associates bought 377 Helios Technologies shares in Q2 2026, an estimated $28.9K.
  • Helios Technologies made up 0.03% of Pinnacle Associates's portfolio in Q2 2026, its #378 holding.
  • Pinnacle Associates first reported a position in Helios Technologies in Q2 2023 and has held it in 13 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.