Russell Investments Group
HLIO icon

Russell Investments Group’s Helios Technologies HLIO Stock Holding History

Russell Investments Group’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 		$8.7M Sell
97,433
-35,070
-26% -$2.69M 0.01% 1150
2026
Q1 		$8.57M Sell
132,503
-24,898
-16% -$1.67M 0.01% 1031
2025
Q4 		$8.42M Sell
157,401
-155,419
-50% -$8.38M 0.01% 1025
2025
Q3 		$16.3M Buy
312,820
+51,600
+20% +$2.41M 0.02% 709
2025
Q2 		$8.72M Buy
261,220
+259,909
+19,825% +$7.83M 0.01% 910
2025
Q1 		$42.1K Buy
1,311
+1,293
+7,183% +$52.1K ﹤0.01% 2949
2024
Q4 		$804 Hold
18
– – ﹤0.01% 3551
2024
Q3 		$859 Buy
18
+5
+38% +$220 ﹤0.01% 3501
2024
Q2 		$621 Sell
13
-13,249
-100% -$634K ﹤0.01% 3483
2024
Q1 		$593K Sell
13,262
-62
-0.5% -$2.66K ﹤0.01% 2152
2023
Q4 		$604K Sell
13,324
-14,634
-52% -$676K ﹤0.01% 2154
2023
Q3 		$1.55M Buy
27,958
+3,100
+12% +$184K ﹤0.01% 1694
2023
Q2 		$1.64M Buy
+24,858
New +$1.47M ﹤0.01% 1668
2021
Q3 		– Sell
-3,882
Closed -$302K – 3111
2021
Q2 		$302K Sell
3,882
-5,000
-56% -$366K ﹤0.01% 2778
2021
Q1 		$646K Buy
+8,882
New +$568K ﹤0.01% 2417
2020
Q4 		– Sell
-38,714
Closed -$1.41M – 3109
2020
Q3 		$1.41M Sell
38,714
-437
-1% -$16.9K ﹤0.01% 1898
2020
Q2 		$1.46M Buy
+39,151
New +$1.33M ﹤0.01% 1831
2018
Q4 		– Sell
-4,678
Closed -$256K – 2967
2018
Q3 		$256K Hold
4,678
– – ﹤0.01% 2595
2018
Q2 		$226K Buy
4,678
+143
+3% +$7.23K ﹤0.01% 2613
2018
Q1 		$243K Buy
4,535
+1,014
+29% +$59.8K ﹤0.01% 2633
2017
Q4 		$229K Sell
3,521
-9,076
-72% -$530K ﹤0.01% 2635
2017
Q3 		$681K Sell
12,597
-3,134
-20% -$145K ﹤0.01% 2327
2017
Q2 		$671K Buy
15,731
+71
+0.5% +$2.86K ﹤0.01% 2307
2017
Q1 		$565K Buy
15,660
+10,001
+177% +$375K ﹤0.01% 2376
2016
Q4 		$227K Buy
+5,659
New +$203K ﹤0.01% 2690

Other funds holding HLIO

BlackRock
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

Russell Investments Group's HLIO Position: Q2 2026 in Review

Russell Investments Group reduced its Helios Technologies (HLIO) stake by 26% in Q2 2026, selling an estimated $2.69M and leaving 97,433 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #1150.

Russell Investments Group first reported a position in HLIO in Q4 2016 and has held it in 25 quarters since. The position peaked at $16.3M in Q3 2025. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Russell Investments Group held 97,433 shares of Helios Technologies worth $8.7M as of Q2 2026.
  • Russell Investments Group sold 35,070 Helios Technologies shares in Q2 2026, an estimated $2.69M.
  • Helios Technologies made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #1150 holding.
  • Russell Investments Group first reported a position in Helios Technologies in Q4 2016 and has held it in 25 quarters since.
  • Russell Investments Group's Helios Technologies position peaked at $16.3M in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.