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 Q2	–	Sell	-693,072	Closed	-$44.8M	–	224
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

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vaughan Nelson Investment Management's HLIO Position: Q2 2026 in Review

Vaughan Nelson Investment Management sold out of Helios Technologies (HLIO) in Q2 2026, closing a stake of 693,072 shares — an estimated $44.8M sold.

Vaughan Nelson Investment Management first reported a position in HLIO in Q3 2024 and held it in 7 quarters. The position peaked at $44.8M in Q1 2026. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Vaughan Nelson Investment Management reported no remaining Helios Technologies position as of Q2 2026 after selling out during the quarter.
Vaughan Nelson Investment Management sold 693,072 Helios Technologies shares in Q2 2026, an estimated $44.8M.
Vaughan Nelson Investment Management first reported a position in Helios Technologies in Q3 2024 and held it in 7 quarters.
Vaughan Nelson Investment Management's Helios Technologies position peaked at $44.8M in Q1 2026.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.