Steward Partners Investment Advisory’s Helios Technologies HLIO Stock Holding History

Steward Partners Investment Advisory’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	$2.86K	Buy	+32	New	+$2.46K	﹤0.01%	4148
2022 Q4	–	Sell	-77	Closed	-$4K	–	3410
2022 Q3	$4K	Buy	+77	New	+$4.66K	﹤0.01%	2851
2017 Q3	–	Sell	-16	Closed	–	–	1710
2017 Q2	$0	Buy	+16	New	+$644	﹤0.01%	1649

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

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

Steward Partners Investment Advisory's HLIO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Helios Technologies (HLIO) in Q2 2026: 32 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #4148 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in HLIO as recently as Q3 2022.

Steward Partners Investment Advisory first reported a position in HLIO in Q2 2017 and has held it in 3 quarters since. The position peaked at $4K in Q3 2022. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Steward Partners Investment Advisory held 32 shares of Helios Technologies worth $2.86K as of Q2 2026.
Helios Technologies was a new Steward Partners Investment Advisory position in Q2 2026.
Helios Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4148 holding.
Steward Partners Investment Advisory first reported a position in Helios Technologies in Q2 2017 and has held it in 3 quarters since.
Steward Partners Investment Advisory's Helios Technologies position peaked at $4K in Q3 2022.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.