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Root Financial Partners’s Helios Technologies HLIO Stock Holding History

Root Financial Partners’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 		– Sell
-13
Closed -$841 – 1619
2026
Q1 		$841 Buy
13
+10
+333% +$670 ﹤0.01% 2673
2025
Q4 		$160 Buy
3
+1
+50% +$54 ﹤0.01% 2302
2025
Q3 		$104 Buy
+2
New +$93 ﹤0.01% 2238

Other funds holding HLIO

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Root Financial Partners's HLIO Position: Q2 2026 in Review

Root Financial Partners sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 13 shares — an estimated $841 sold.

Root Financial Partners first reported a position in HLIO in Q3 2025 and held it in 3 quarters. The position peaked at $841 in Q1 2026. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Root Financial Partners reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Helios Technologies shares in Q2 2026, an estimated $841.
  • Root Financial Partners first reported a position in Helios Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Helios Technologies position peaked at $841 in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.