Schroder Investment Management Group’s Helios Technologies HLIO Stock Holding History

Schroder Investment Management 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	–	Sell	-176,130	Closed	-$11.1M	–	1202
2026 Q1	$11.1M	Sell	176,130 -126,887	-42%	-$8.5M	0.01%	633
2025 Q4	$16.4M	Sell	303,017 -6,680	-2%	-$360K	0.01%	554
2025 Q3	$16.3M	Buy	309,697 +74,260	+32%	+$3.47M	0.01%	576
2025 Q2	$7.9M	Sell	235,437 -878	-0.4%	-$26.5K	0.01%	682
2025 Q1	$7.63M	Sell	236,315 -10,431	-4%	-$420K	0.01%	681
2024 Q4	$11M	Sell	246,746 -77,559	-24%	-$3.84M	0.01%	644
2024 Q3	$15.3M	Buy	324,305 +68,820	+27%	+$3.03M	0.02%	591
2024 Q2	$12.2M	Buy	+255,485	New	+$12.2M	0.01%	601

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Schroder Investment Management Group's HLIO Position: Q2 2026 in Review

Schroder Investment Management Group sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 176,130 shares — an estimated $11.1M sold.

Schroder Investment Management Group first reported a position in HLIO in Q2 2024 and held it in 8 quarters. The position peaked at $16.4M in Q4 2025. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Schroder Investment Management Group reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
Schroder Investment Management Group sold 176,130 Helios Technologies shares in Q2 2026, an estimated $11.1M.
Schroder Investment Management Group first reported a position in Helios Technologies in Q2 2024 and held it in 8 quarters.
Schroder Investment Management Group's Helios Technologies position peaked at $16.4M in Q4 2025.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.