SL
HLIO icon

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
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 $5.7T 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