Tower Research Capital (TRC)’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $162K | Buy |
2,499
+784
| +46% | +$52.5K | ﹤0.01% | 1789 |
|
|
2025
Q4 | $91.7K | Buy |
1,715
+275
| +19% | +$14.8K | ﹤0.01% | 2000 |
|
|
2025
Q3 | $75.1K | Sell |
1,440
-2,799
| -66% | -$131K | ﹤0.01% | 2227 |
|
|
2025
Q2 | $141K | Buy |
4,239
+1,196
| +39% | +$36K | ﹤0.01% | 2092 |
|
|
2025
Q1 | $97.7K | Buy |
3,043
+1,919
| +171% | +$77.3K | ﹤0.01% | 1786 |
|
|
2024
Q4 | $50.2K | Sell |
1,124
-11,263
| -91% | -$557K | ﹤0.01% | 2549 |
|
|
2024
Q3 | $591K | Buy |
12,387
+1,718
| +16% | +$75.5K | 0.02% | 767 |
|
|
2024
Q2 | $509K | Buy |
10,669
+10,002
| +1,500% | +$479K | 0.01% | 1318 |
|
|
2024
Q1 | $29.8K | Sell |
667
-6,326
| -90% | -$272K | ﹤0.01% | 2657 |
|
|
2023
Q4 | $317K | Buy |
6,993
+5,288
| +310% | +$244K | ﹤0.01% | 1736 |
|
|
2023
Q3 | $94.6K | Buy |
1,705
+498
| +41% | +$29.6K | ﹤0.01% | 2020 |
|
|
2023
Q2 | $79.8K | Buy |
1,207
+1,027
| +571% | +$60.8K | ﹤0.01% | 2216 |
|
|
2023
Q1 | $12K | Sell |
180
-255
| -59% | -$16.6K | ﹤0.01% | 4083 |
|
|
2022
Q4 | $24K | Sell |
435
-1,738
| -80% | -$93.7K | ﹤0.01% | 2957 |
|
|
2022
Q3 | $110K | Buy |
2,173
+791
| +57% | +$47.8K | ﹤0.01% | 2484 |
|
|
2022
Q2 | $92K | Sell |
1,382
-1,296
| -48% | -$89.9K | ﹤0.01% | 2359 |
|
|
2022
Q1 | $215K | Sell |
2,678
-4,226
| -61% | -$337K | ﹤0.01% | 1671 |
|
|
2021
Q4 | $727K | Buy |
6,904
+5,625
| +440% | +$547K | 0.01% | 880 |
|
|
2021
Q3 | $105K | Sell |
1,279
-4,055
| -76% | -$331K | ﹤0.01% | 2356 |
|
|
2021
Q2 | $417K | Buy |
5,334
+4,066
| +321% | +$298K | 0.01% | 1333 |
|
|
2021
Q1 | $92K | Sell |
1,268
-113
| -8% | -$7.23K | ﹤0.01% | 2648 |
|
|
2020
Q4 | $74K | Sell |
1,381
-24,730
| -95% | -$1.16M | ﹤0.01% | 2659 |
|
|
2020
Q3 | $951K | Buy |
26,111
+21,742
| +498% | +$843K | 0.01% | 1053 |
|
|
2020
Q2 | $163K | Buy |
+4,369
| New | +$149K | 0.01% | 1987 |
|
|
2020
Q1 | – | Sell |
-319
| Closed | -$15K | – | 3407 |
|
|
2019
Q4 | $15K | Sell |
319
-611
| -66% | -$26.2K | ﹤0.01% | 2103 |
|
|
2019
Q3 | $37K | Buy |
+930
| New | +$40.5K | ﹤0.01% | 2013 |
|
|
2018
Q2 | – | Sell |
-1,515
| Closed | -$81K | – | 3828 |
|
|
2018
Q1 | $81K | Buy |
1,515
+1,300
| +605% | +$76.6K | 0.01% | 1401 |
|
|
2017
Q4 | $14K | Sell |
215
-2,375
| -92% | -$139K | ﹤0.01% | 2319 |
|
|
2017
Q3 | $140K | Buy |
2,590
+1,566
| +153% | +$72.6K | 0.01% | 1042 |
|
|
2017
Q2 | $44K | Buy |
+1,024
| New | +$41.2K | 0.01% | 810 |
|
|
2017
Q1 | – | Sell |
-123
| Closed | -$5K | – | 3406 |
|
|
2016
Q4 | $5K | Buy |
+123
| New | +$4.41K | ﹤0.01% | 3038 |
|
|
2016
Q3 | – | Sell |
-432
| Closed | -$13K | – | 3962 |
|
|
2016
Q2 | $13K | Buy |
+432
| New | +$13.7K | ﹤0.01% | 2587 |
|
|
2016
Q1 | – | Sell |
-385
| Closed | -$12K | – | 4467 |
|
|
2015
Q4 | $12K | Buy |
385
+257
| +201% | +$7.88K | ﹤0.01% | 1889 |
|
|
2015
Q3 | $4K | Sell |
128
-735
| -85% | -$24.1K | ﹤0.01% | 2930 |
|
|
2015
Q2 | $33K | Buy |
863
+233
| +37% | +$9.04K | ﹤0.01% | 1681 |
|
|
2015
Q1 | $26K | Sell |
630
-598
| -49% | -$23.1K | ﹤0.01% | 2035 |
|
|
2014
Q4 | $48K | Buy |
+1,228
| New | +$47.9K | ﹤0.01% | 1045 |
|
|
2014
Q2 | – | Sell |
-494
| Closed | -$21K | – | 4288 |
|
|
2014
Q1 | $21K | Sell |
494
-1,002
| -67% | -$40.7K | ﹤0.01% | 1826 |
|
|
2013
Q4 | $61K | Sell |
1,496
-1,021
| -41% | -$40.3K | 0.01% | 1226 |
|
|
2013
Q3 | $91K | Buy |
2,517
+1,512
| +150% | +$49.5K | 0.01% | 1379 |
|
|
2013
Q2 | $31K | Buy |
+1,005
| New | +$32K | ﹤0.01% | 1311 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
Tower Research Capital (TRC)'s HLIO Position: Q1 2026 in Review
Tower Research Capital (TRC) increased its Helios Technologies (HLIO) stake by 46% in Q1 2026, buying an estimated $52.5K and bringing the position to 2,499 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.
Tower Research Capital (TRC) first reported a position in HLIO in Q2 2013 and has held it in 41 quarters since. The position peaked at $951K in Q3 2020. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.
- Tower Research Capital (TRC) held 2,499 shares of Helios Technologies worth $162K as of Q1 2026.
- Tower Research Capital (TRC) bought 784 Helios Technologies shares in Q1 2026, an estimated $52.5K.
- Helios Technologies made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1789 holding.
- Tower Research Capital (TRC) first reported a position in Helios Technologies in Q2 2013 and has held it in 41 quarters since.
- Tower Research Capital (TRC)'s Helios Technologies position peaked at $951K in Q3 2020.
- 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.
Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.