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Rothschild Investment LLC’s Helios Technologies HLIO Stock Holding History

Rothschild Investment LLC’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 		$7.25K Buy
112
+18
+19% +$1.21K ﹤0.01% 1862
2025
Q4 		$5.03K Buy
94
+4
+4% +$216 ﹤0.01% 1874
2025
Q3 		$4.69K Sell
90
-20
-18% -$934 ﹤0.01% 1736
2025
Q2 		$3.67K Buy
110
+80
+267% +$2.41K ﹤0.01% 1663
2025
Q1 		$963 Hold
30
– – ﹤0.01% 2364
2024
Q4 		$1.34K Buy
30
+5
+20% +$247 ﹤0.01% 2045
2024
Q3 		$1.19K Buy
25
+10
+67% +$440 ﹤0.01% 2038
2024
Q2 		$716 Buy
15
+10
+200% +$479 ﹤0.01% 1831
2024
Q1 		$223 Buy
+5
New +$215 ﹤0.01% 1703

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 $333M AUM 91.79% 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

Rothschild Investment LLC's HLIO Position: Q1 2026 in Review

Rothschild Investment LLC increased its Helios Technologies (HLIO) stake by 19% in Q1 2026, buying an estimated $1.21K and bringing the position to 112 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Rothschild Investment LLC first reported a position in HLIO in Q1 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Rothschild Investment LLC held 112 shares of Helios Technologies worth $7.25K as of Q1 2026.
  • Rothschild Investment LLC bought 18 Helios Technologies shares in Q1 2026, an estimated $1.21K.
  • Helios Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1862 holding.
  • Rothschild Investment LLC first reported a position in Helios Technologies in Q1 2024 and has held it in 9 quarters since.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.