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Salomon & Ludwin’s Helios Technologies HLIO Stock Holding History

Salomon & Ludwin’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 		$12.7K Hold
150
– – ﹤0.01% 1473
2026
Q1 		$10.1K Hold
150
– – ﹤0.01% 1520
2025
Q4 		$8.44K Hold
150
– – ﹤0.01% 1537
2025
Q3 		$7.92K Hold
150
– – ﹤0.01% 1480
2025
Q2 		$5.41K Hold
150
– – ﹤0.01% 555
2025
Q1 		$4.81K Hold
150
– – ﹤0.01% 521
2024
Q4 		$6.7K Hold
150
– – ﹤0.01% 486
2024
Q3 		$7.16K Hold
150
– – ﹤0.01% 493
2024
Q2 		$7.16K Hold
150
– – ﹤0.01% 493
2024
Q1 		$6.7K Hold
150
– – ﹤0.01% 598
2023
Q4 		$8.32K Hold
150
– – ﹤0.01% 521
2023
Q3 		$8.32K Buy
+150
New +$8.91K ﹤0.01% 519

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

Salomon & Ludwin's HLIO Position: Q2 2026 in Review

Salomon & Ludwin held its Helios Technologies (HLIO) position steady in Q2 2026 at 150 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Salomon & Ludwin first reported a position in HLIO in Q3 2023 and has held it in 12 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Salomon & Ludwin held 150 shares of Helios Technologies worth $12.7K as of Q2 2026.
  • Salomon & Ludwin left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1473 holding.
  • Salomon & Ludwin first reported a position in Helios Technologies in Q3 2023 and has held it in 12 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.