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True Wealth Design’s Helios Technologies HLIO Stock Holding History

True Wealth Design’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 		$1.43K Buy
16
+2
+14% +$154 ﹤0.01% 1848
2026
Q1 		$906 Hold
14
– – ﹤0.01% 1836
2025
Q4 		$749 Hold
14
– – ﹤0.01% 1812
2025
Q3 		$730 Hold
14
– – ﹤0.01% 1873
2025
Q2 		$468 Buy
14
+6
+75% +$181 ﹤0.01% 1770
2025
Q1 		$257 Buy
+8
New +$322 ﹤0.01% 1850

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

True Wealth Design's HLIO Position: Q2 2026 in Review

True Wealth Design increased its Helios Technologies (HLIO) stake by 14% in Q2 2026, buying an estimated $154 and bringing the position to 16 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

True Wealth Design first reported a position in HLIO in Q1 2025 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • True Wealth Design held 16 shares of Helios Technologies worth $1.43K as of Q2 2026.
  • True Wealth Design bought 2 Helios Technologies shares in Q2 2026, an estimated $154.
  • Helios Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1848 holding.
  • True Wealth Design first reported a position in Helios Technologies in Q1 2025 and has held it in 6 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.