SIC
HLIO icon

SJS Investment Consulting’s Helios Technologies HLIO Stock Holding History

SJS Investment Consulting’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 		$1.16K Buy
13
+2
+18% +$154 ﹤0.01% 1976
2026
Q1 		$712 Buy
+11
New +$737 ﹤0.01% 1600
2025
Q2 		– Sell
-3
Closed -$97 – 1595
2025
Q1 		$97 Sell
3
-3
-50% -$121 ﹤0.01% 1525
2024
Q4 		$268 Buy
6
+4
+200% +$198 ﹤0.01% 1414
2024
Q3 		$96 Sell
2
-2
-50% -$88 ﹤0.01% 1575
2024
Q2 		$191 Hold
4
– – ﹤0.01% 1523
2024
Q1 		$179 Sell
4
-1
-20% -$43 ﹤0.01% 1503
2023
Q4 		$227 Sell
5
-1
-17% -$46 ﹤0.01% 1434
2023
Q3 		$333 Buy
6
+2
+50% +$119 ﹤0.01% 1347
2023
Q2 		$265 Sell
4
-3
-43% -$178 ﹤0.01% 1348
2023
Q1 		$458 Buy
7
+2
+40% +$130 ﹤0.01% 1175
2022
Q4 		$272 Buy
5
+2
+67% +$108 ﹤0.01% 1358
2022
Q3 		$0 Buy
+3
New +$181 ﹤0.01% 1246
2022
Q1 		$0 Buy
+1
New +$80 ﹤0.01% 975

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

SJS Investment Consulting's HLIO Position: Q2 2026 in Review

SJS Investment Consulting increased its Helios Technologies (HLIO) stake by 18% in Q2 2026, buying an estimated $154 and bringing the position to 13 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

SJS Investment Consulting first reported a position in HLIO in Q1 2022 and has held it in 14 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • SJS Investment Consulting held 13 shares of Helios Technologies worth $1.16K as of Q2 2026.
  • SJS Investment Consulting bought 2 Helios Technologies shares in Q2 2026, an estimated $154.
  • Helios Technologies made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1976 holding.
  • SJS Investment Consulting first reported a position in Helios Technologies in Q1 2022 and has held it in 14 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.