Vanguard Capital Management
HLIO icon

Vanguard Capital Management’s Helios Technologies HLIO Stock Holding History

Vanguard 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 		$130M Sell
1,462,106
-15,243
-1% -$1.17M ﹤0.01% 1411
2026
Q1 		$95.6M Buy
+1,477,349
New +$99M ﹤0.01% 1492

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management reduced its Helios Technologies (HLIO) stake by 1% in Q2 2026, selling an estimated $1.17M and leaving 1,462,106 shares worth $130M. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Vanguard Capital Management first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Vanguard Capital Management held 1,462,106 shares of Helios Technologies worth $130M as of Q2 2026.
  • Vanguard Capital Management sold 15,243 Helios Technologies shares in Q2 2026, an estimated $1.17M.
  • Helios Technologies made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1411 holding.
  • Vanguard Capital Management first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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