State of Wisconsin Investment Board’s Helios Technologies HLIO Stock Holding History

State of Wisconsin Investment Board’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	$2.32M	Sell	35,854 -1,833	-5%	-$123K	0.01%	1350
2025 Q4	$2.02M	Sell	37,687 -2,038	-5%	-$110K	﹤0.01%	1408
2025 Q3	$2.07M	Sell	39,725 -28,082	-41%	-$1.31M	﹤0.01%	1348
2025 Q2	$2.26M	Buy	+67,807	New	+$2.04M	0.01%	1249
2024 Q1	–	Sell	-9,132	Closed	-$414K	–	2310
2023 Q4	$414K	Sell	9,132 -39,097	-81%	-$1.81M	﹤0.01%	1861
2023 Q3	$2.68M	Buy	48,229 +34,654	+255%	+$2.06M	0.01%	1161
2023 Q2	$897K	Sell	13,575 -625	-4%	-$37K	﹤0.01%	1496
2023 Q1	$929K	Sell	14,200 -1,756	-11%	-$114K	﹤0.01%	1509
2022 Q4	$869K	Buy	15,956 +7,901	+98%	+$426K	﹤0.01%	1570
2022 Q3	$408K	Sell	8,055 -108	-1%	-$6.53K	﹤0.01%	2070
2022 Q2	$541K	Buy	+8,163	New	+$566K	﹤0.01%	2038
2022 Q1	–	Sell	-3,100	Closed	-$326K	–	2350
2021 Q4	$326K	Hold	3,100	–	–	﹤0.01%	1884
2021 Q3	$255K	Buy	+3,100	New	+$253K	﹤0.01%	2029

Other funds holding HLIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $4.6B AUM 16.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State of Wisconsin Investment Board's HLIO Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its Helios Technologies (HLIO) stake by 4.9% in Q1 2026, selling an estimated $123K and leaving 35,854 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #1350.

State of Wisconsin Investment Board first reported a position in HLIO in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.68M in Q3 2023. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

State of Wisconsin Investment Board held 35,854 shares of Helios Technologies worth $2.32M as of Q1 2026.
State of Wisconsin Investment Board sold 1,833 Helios Technologies shares in Q1 2026, an estimated $123K.
Helios Technologies made up 0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #1350 holding.
State of Wisconsin Investment Board first reported a position in Helios Technologies in Q3 2021 and has held it in 13 quarters since.
State of Wisconsin Investment Board's Helios Technologies position peaked at $2.68M in Q3 2023.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.