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Vaughan Nelson Investment Management’s Helios Technologies HLIO Stock Holding History

Vaughan Nelson Investment Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.2M Sell
605,367
-184,548
-23% -$6.16M 0.19% 122
2025
Q1 		$25.3M Buy
789,915
+68,990
+10% +$2.21M 0.25% 112
2024
Q4 		$32.2M Buy
720,925
+708,715
+5,804% +$31.6M 0.3% 105
2024
Q3 		$583K Buy
+12,210
New +$583K 0.01% 180