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Triumph Capital Management’s Helios Technologies HLIO Stock Holding History

Triumph Capital 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 		$62.5K Hold
700
– – 0.01% 619
2026
Q1 		$45.3K Hold
700
– – 0.01% 671
2025
Q4 		$37.4K Buy
+700
New +$37.7K 0.01% 684

Other funds holding HLIO

SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
JSC
Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Triumph Capital Management's HLIO Position: Q2 2026 in Review

Triumph Capital Management held its Helios Technologies (HLIO) position steady in Q2 2026 at 700 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #619.

Triumph Capital Management first reported a position in HLIO in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Triumph Capital Management held 700 shares of Helios Technologies worth $62.5K as of Q2 2026.
  • Triumph Capital Management left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #619 holding.
  • Triumph Capital Management first reported a position in Helios Technologies in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.