Schroder Investment Management Group
HLIO icon

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
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

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VCM
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