VNIM
HLIO icon

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

Vaughan Nelson Investment 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
Q1 		$44.8M Sell
693,072
-65,665
-9% -$4.4M 0.45% 82
2025
Q4 		$40.6M Sell
758,737
-16,680
-2% -$899K 0.4% 94
2025
Q3 		$40.4M Buy
775,417
+170,050
+28% +$7.94M 0.37% 89
2025
Q2 		$20.2M Sell
605,367
-184,548
-23% -$5.56M 0.19% 122
2025
Q1 		$25.3M Buy
789,915
+68,990
+10% +$2.78M 0.25% 112
2024
Q4 		$32.2M Buy
720,925
+708,715
+5,804% +$35.1M 0.3% 105
2024
Q3 		$583K Buy
+12,210
New +$537K 0.01% 180

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VPM
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VCM
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CCA
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SBF
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Jennison Associates
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William Blair Investment Management
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Thrivent Financial for Lutherans
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