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Syon Capital’s Helios Technologies HLIO Stock Holding History

Syon Capital’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 		$220K Buy
+2,469
New +$190K 0.01% 901

Other funds holding HLIO

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Vanguard Capital Management
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SBF
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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

Syon Capital's HLIO Position: Q2 2026 in Review

Syon Capital opened a new position in Helios Technologies (HLIO) in Q2 2026: 2,469 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings.

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

  • Syon Capital held 2,469 shares of Helios Technologies worth $220K as of Q2 2026.
  • Helios Technologies was a new Syon Capital position in Q2 2026.
  • Helios Technologies made up 0.01% of Syon Capital's portfolio in Q2 2026, its #901 holding.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.