Vanguard Asset Management
HLIO icon

Vanguard Asset Management’s Helios Technologies HLIO Stock Holding History

Vanguard 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 		$2.16M Buy
24,217
+2,275
+10% +$175K ﹤0.01% 1516
2026
Q1 		$1.42M Buy
+21,942
New +$1.47M ﹤0.01% 1622

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

Vanguard Asset Management's HLIO Position: Q2 2026 in Review

Vanguard Asset Management increased its Helios Technologies (HLIO) stake by 10% in Q2 2026, buying an estimated $175K and bringing the position to 24,217 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Vanguard Asset Management first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Vanguard Asset Management held 24,217 shares of Helios Technologies worth $2.16M as of Q2 2026.
  • Vanguard Asset Management bought 2,275 Helios Technologies shares in Q2 2026, an estimated $175K.
  • Helios Technologies made up ﹤0.01% of Vanguard Asset Management's portfolio in Q2 2026, its #1516 holding.
  • Vanguard Asset Management first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Vanguard Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.