Rockefeller Capital Management
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Rockefeller Capital Management’s Helios Technologies HLIO Stock Holding History

Rockefeller Capital Management’s Portfolio HLIO Stock Details HLIO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$29.3M Sell
2025
Q2 		$18.8M Buy
2025
Q1 		$13.6M Buy
2024
Q4 		$11.1M Buy
2024
Q3 		$2.57M Buy
2024
Q2 		$1.61M Buy
2022
Q4 		– Sell
2022
Q3 		$8K Buy
2022
Q2 		$0 Buy