Strengthening Families & Communities LLC’s Helios Technologies HLIO Stock Holding History

Strengthening Families & Communities LLC’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	$536	Buy	+6	New	+$461	﹤0.01%	746

Other funds holding HLIO

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Strengthening Families & Communities LLC's HLIO Position: Q2 2026 in Review

Strengthening Families & Communities LLC opened a new position in Helios Technologies (HLIO) in Q2 2026: 6 shares worth $536. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

134 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Strengthening Families & Communities LLC held 6 shares of Helios Technologies worth $536 as of Q2 2026.
Helios Technologies was a new Strengthening Families & Communities LLC position in Q2 2026.
Helios Technologies made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #746 holding.
134 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.