Tokio Marine Asset Management’s Helios Technologies HLIO Stock Holding History

Tokio Marine Asset Management’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	$81.2K	Buy	+910	New	+$69.9K	﹤0.01%	536

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tokio Marine Asset Management's HLIO Position: Q2 2026 in Review

Tokio Marine Asset Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 910 shares worth $81.2K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings.

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

Tokio Marine Asset Management held 910 shares of Helios Technologies worth $81.2K as of Q2 2026.
Helios Technologies was a new Tokio Marine Asset Management position in Q2 2026.
Helios Technologies made up ﹤0.01% of Tokio Marine Asset Management's portfolio in Q2 2026, its #536 holding.
105 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.