R Squared’s Helios Technologies HLIO Stock Holding History

R Squared’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	$394K	Buy	4,419 +83	+2%	+$6.37K	0.21%	148
2026 Q1	$281K	Buy	+4,336	New	+$290K	0.15%	223

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

R Squared's HLIO Position: Q2 2026 in Review

R Squared increased its Helios Technologies (HLIO) stake by 1.9% in Q2 2026, buying an estimated $6.37K and bringing the position to 4,419 shares worth $394K. The position accounts for 0.21% of the portfolio, ranked #148.

R Squared first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

R Squared held 4,419 shares of Helios Technologies worth $394K as of Q2 2026.
R Squared bought 83 Helios Technologies shares in Q2 2026, an estimated $6.37K.
Helios Technologies made up 0.21% of R Squared's portfolio in Q2 2026, its #148 holding.
R Squared first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.