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Summit Securities Group’s Helios Technologies HLIO Stock Holding History

Summit Securities 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
Q2 		$37K Buy
+415
New +$31.9K ﹤0.01% 624

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

Summit Securities Group's HLIO Position: Q2 2026 in Review

Summit Securities Group opened a new position in Helios Technologies (HLIO) in Q2 2026: 415 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

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

  • Summit Securities Group held 415 shares of Helios Technologies worth $37K as of Q2 2026.
  • Helios Technologies was a new Summit Securities Group position in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #624 holding.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.