Raymond James Financial
HLIO icon

Raymond James Financial’s Helios Technologies HLIO Stock Holding History

Raymond James 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 		$10.5M Buy
161,769
+21,389
+15% +$1.43M ﹤0.01% 1982
2025
Q4 		$7.51M Sell
140,380
-34,710
-20% -$1.87M ﹤0.01% 2200
2025
Q3 		$9.13M Sell
175,090
-6,071
-3% -$283K ﹤0.01% 1995
2025
Q2 		$6.05M Sell
181,161
-64,113
-26% -$1.93M ﹤0.01% 2239
2025
Q1 		$7.87M Buy
245,274
+72,885
+42% +$2.94M ﹤0.01% 1999
2024
Q4 		$7.7M Buy
+172,389
New +$8.53M ﹤0.01% 2040

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

Raymond James Financial's HLIO Position: Q1 2026 in Review

Raymond James Financial increased its Helios Technologies (HLIO) stake by 15% in Q1 2026, buying an estimated $1.43M and bringing the position to 161,769 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Raymond James Financial first reported a position in HLIO in Q4 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Raymond James Financial held 161,769 shares of Helios Technologies worth $10.5M as of Q1 2026.
  • Raymond James Financial bought 21,389 Helios Technologies shares in Q1 2026, an estimated $1.43M.
  • Helios Technologies made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1982 holding.
  • Raymond James Financial first reported a position in Helios Technologies in Q4 2024 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.