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Procyon Advisors’s Helios Technologies HLIO Stock Holding History

Procyon Advisors’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
2025
Q2 		– Sell
-10,267
Closed -$329K – 541
2025
Q1 		$329K Buy
10,267
+799
+8% +$32.2K 0.02% 472
2024
Q4 		$423K Sell
9,468
-1,292
-12% -$63.9K 0.03% 364
2024
Q3 		$513K Buy
10,760
+3,480
+48% +$153K 0.04% 332
2024
Q2 		$348K Buy
7,280
+2,564
+54% +$123K 0.03% 388
2024
Q1 		$211K Buy
+4,716
New +$202K 0.02% 483

Other funds holding HLIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $375M AUM 56.53% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Procyon Advisors's HLIO Position: Q2 2025 in Review

Procyon Advisors sold out of Helios Technologies (HLIO) in Q2 2025, closing a stake of 10,267 shares — an estimated $329K sold.

Procyon Advisors first reported a position in HLIO in Q1 2024 and held it in 5 quarters. The position peaked at $513K in Q3 2024. 186 funds tracked by Wall St. Rank hold HLIO as of Q2 2025.

  • Procyon Advisors reported no remaining Helios Technologies position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 10,267 Helios Technologies shares in Q2 2025, an estimated $329K.
  • Procyon Advisors first reported a position in Helios Technologies in Q1 2024 and held it in 5 quarters.
  • Procyon Advisors's Helios Technologies position peaked at $513K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.