Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Helios Technologies HLIO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$893K Sell
10,009
-3,624
-27% -$278K ﹤0.01% 1612
2026
Q1 		$882K Buy
13,633
+3,530
+35% +$236K ﹤0.01% 1553
2025
Q4 		$540K Buy
+10,103
New +$545K ﹤0.01% 1683

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

Universal-Beteiligungs- und Servicegesellschaft's HLIO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Helios Technologies (HLIO) stake by 27% in Q2 2026, selling an estimated $278K and leaving 10,009 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HLIO in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 10,009 shares of Helios Technologies worth $893K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 3,624 Helios Technologies shares in Q2 2026, an estimated $278K.
  • Helios Technologies made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1612 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Helios Technologies in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.