Root Financial Partners
HLIO icon

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
Q3 		$10K Buy
+147
New +$11.2K ﹤0.01% 1911
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Root Financial Partners's HLIO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Helios Technologies (HLIO) in Q3 2026: 147 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HLIO as recently as Q1 2026.

Root Financial Partners first reported a position in HLIO in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Root Financial Partners held 147 shares of Helios Technologies worth $10K as of Q3 2026.
  • Helios Technologies was a new Root Financial Partners position in Q3 2026.
  • Helios Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1911 holding.
  • Root Financial Partners first reported a position in Helios Technologies in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.