Third View Private Wealth’s Helios Technologies HLIO Stock Holding History

Third View Private Wealth’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	–	Sell	-5,030	Closed	-$269K	–	286
2025 Q4	$269K	Buy	+5,030	New	+$271K	0.04%	244

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 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

Third View Private Wealth's HLIO Position: Q1 2026 in Review

Third View Private Wealth sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 5,030 shares — an estimated $269K sold.

Third View Private Wealth first reported a position in HLIO in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

Third View Private Wealth reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
Third View Private Wealth sold 5,030 Helios Technologies shares in Q1 2026, an estimated $269K.
Third View Private Wealth first reported a position in Helios Technologies in Q4 2025 and held it in 1 quarter.
Third View Private Wealth's Helios Technologies position peaked at $269K in Q4 2025.
251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Third View Private Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.