Prudential Financial
HLIO icon

Prudential Financial’s Helios Technologies HLIO Stock Holding History

Prudential Financial’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 		$1.42M Buy
21,869
+8,680
+66% +$582K ﹤0.01% 1465
2025
Q4 		$705K Buy
13,189
+5,282
+67% +$285K ﹤0.01% 1729
2025
Q3 		$412K Buy
+7,907
New +$369K ﹤0.01% 2012
2022
Q1 		– Sell
-2,568
Closed -$270K – 2643
2021
Q4 		$270K Sell
2,568
-515
-17% -$50K ﹤0.01% 2445
2021
Q3 		$253K Buy
3,083
+60
+2% +$4.89K ﹤0.01% 2392
2021
Q2 		$236K Sell
3,023
-221
-7% -$16.2K ﹤0.01% 2404
2021
Q1 		$236K Buy
+3,244
New +$207K ﹤0.01% 2356
2018
Q3 		– Sell
-4,718
Closed -$227K – 2444
2018
Q2 		$227K Buy
+4,718
New +$238K ﹤0.01% 2301
2016
Q3 		– Sell
-17,194
Closed -$510K – 2337
2016
Q2 		$510K Sell
17,194
-3,900
-18% -$123K ﹤0.01% 2012
2016
Q1 		$700K Sell
21,094
-25,600
-55% -$754K ﹤0.01% 1929
2015
Q4 		$1.48M Sell
46,694
-14,700
-24% -$451K ﹤0.01% 1632
2015
Q3 		$1.69M Buy
61,394
+100
+0.2% +$3.28K ﹤0.01% 1529
2015
Q2 		$2.34M Sell
61,294
-2,600
-4% -$101K ﹤0.01% 1495
2015
Q1 		$2.64M Buy
63,894
+950
+2% +$36.7K ﹤0.01% 1460
2014
Q4 		$2.48M Sell
62,944
-1,400
-2% -$54.6K ﹤0.01% 1363
2014
Q3 		$2.42M Sell
64,344
-3,320
-5% -$130K ﹤0.01% 1319
2014
Q2 		$2.75M Buy
67,664
+1,220
+2% +$48.5K ﹤0.01% 1344
2014
Q1 		$2.88M Sell
66,444
-300
-0.4% -$12.2K 0.01% 1267
2013
Q4 		$2.73M Sell
66,744
-1,400
-2% -$55.2K 0.01% 1283
2013
Q3 		$2.47M Sell
68,144
-4,900
-7% -$160K 0.01% 1291
2013
Q2 		$2.29M Buy
+73,044
New +$2.33M 0.01% 1285

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T 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 $375M AUM 56.53% 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

Prudential Financial's HLIO Position: Q1 2026 in Review

Prudential Financial increased its Helios Technologies (HLIO) stake by 66% in Q1 2026, buying an estimated $582K and bringing the position to 21,869 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Prudential Financial first reported a position in HLIO in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.88M in Q1 2014. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Prudential Financial held 21,869 shares of Helios Technologies worth $1.42M as of Q1 2026.
  • Prudential Financial bought 8,680 Helios Technologies shares in Q1 2026, an estimated $582K.
  • Helios Technologies made up ﹤0.01% of Prudential Financial's portfolio in Q1 2026, its #1465 holding.
  • Prudential Financial first reported a position in Helios Technologies in Q2 2013 and has held it in 21 quarters since.
  • Prudential Financial's Helios Technologies position peaked at $2.88M in Q1 2014.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Prudential Financial's 13F filing for Q1 2026, filed 13 May 2026.