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Wasatch Advisors’s Helios Technologies HLIO Stock Holding History

Wasatch Advisors’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 		$58.9M Sell
660,085
-138,923
-17% -$10.7M 0.39% 75
2026
Q1 		$51.7M Buy
799,008
+208,823
+35% +$14M 0.34% 77
2025
Q4 		$31.6M Sell
590,185
-264,526
-31% -$14.3M 0.19% 104
2025
Q3 		$44.6M Buy
854,711
+43,567
+5% +$2.03M 0.24% 99
2025
Q2 		$27.1M Sell
811,144
-2,596,224
-76% -$78.2M 0.14% 115
2025
Q1 		$109M Sell
3,407,368
-138,236
-4% -$5.57M 0.61% 57
2024
Q4 		$158M Buy
3,545,604
+2,476
+0.1% +$123K 0.78% 47
2024
Q3 		$169M Sell
3,543,128
-643,834
-15% -$28.3M 0.83% 46
2024
Q2 		$200M Buy
4,186,962
+17,227
+0.4% +$825K 1.07% 37
2024
Q1 		$186M Buy
4,169,735
+334,606
+9% +$14.4M 0.97% 40
2023
Q4 		$174M Sell
3,835,129
-14,720
-0.4% -$680K 0.96% 41
2023
Q3 		$214M Sell
3,849,849
-214,368
-5% -$12.7M 1.35% 25
2023
Q2 		$269M Sell
4,064,217
-239,982
-6% -$14.2M 1.63% 18
2023
Q1 		$281M Sell
4,304,199
-316,020
-7% -$20.6M 1.75% 16
2022
Q4 		$252M Buy
4,620,219
+6,565
+0.1% +$354K 1.69% 15
2022
Q3 		$233M Sell
4,613,654
-1,965
-0% -$119K 1.62% 16
2022
Q2 		$306M Sell
4,615,619
-52,686
-1% -$3.65M 1.93% 11
2022
Q1 		$375M Buy
4,668,305
+46,746
+1% +$3.73M 1.84% 9
2021
Q4 		$486M Sell
4,621,559
-163,494
-3% -$15.9M 1.98% 6
2021
Q3 		$393M Sell
4,785,053
-37,048
-0.8% -$3.02M 1.6% 13
2021
Q2 		$376M Buy
4,822,101
+50,244
+1% +$3.68M 1.53% 15
2021
Q1 		$348M Sell
4,771,857
-39,544
-0.8% -$2.53M 1.56% 14
2020
Q4 		$256M Buy
4,811,401
+118,406
+3% +$5.57M 1.26% 23
2020
Q3 		$171M Buy
4,692,995
+21,120
+0.5% +$819K 1.09% 30
2020
Q2 		$174M Buy
4,671,875
+1,108,875
+31% +$37.8M 1.26% 24
2020
Q1 		$135M Buy
3,563,000
+177,587
+5% +$7.56M 1.41% 23
2019
Q4 		$157M Buy
3,385,413
+215,463
+7% +$9.24M 1.28% 22
2019
Q3 		$129M Buy
3,169,950
+58,924
+2% +$2.56M 1.23% 25
2019
Q2 		$144M Buy
3,111,026
+44,988
+1% +$2.1M 1.41% 20
2019
Q1 		$143M Buy
3,066,038
+164,200
+6% +$6.56M 1.55% 18
2018
Q4 		$96.3M Buy
2,901,838
+234,036
+9% +$9.9M 1.28% 25
2018
Q3 		$146M Buy
2,667,802
+353,218
+15% +$17.9M 1.67% 17
2018
Q2 		$112M Buy
2,314,584
+248,891
+12% +$12.6M 1.34% 23
2018
Q1 		$111M Buy
2,065,693
+595,852
+41% +$35.1M 1.43% 22
2017
Q4 		$95.1M Buy
1,469,841
+714,473
+95% +$41.7M 1.26% 22
2017
Q3 		$40.8M Buy
+755,368
New +$35M 0.55% 61

Other funds holding HLIO

SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wasatch Advisors's HLIO Position: Q2 2026 in Review

Wasatch Advisors reduced its Helios Technologies (HLIO) stake by 17% in Q2 2026, selling an estimated $10.7M and leaving 660,085 shares worth $58.9M. The position accounts for 0.39% of the portfolio, ranked #75.

Wasatch Advisors first reported a position in HLIO in Q3 2017 and has held it in 36 quarters since. The position peaked at $486M in Q4 2021. 12 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Wasatch Advisors held 660,085 shares of Helios Technologies worth $58.9M as of Q2 2026.
  • Wasatch Advisors sold 138,923 Helios Technologies shares in Q2 2026, an estimated $10.7M.
  • Helios Technologies made up 0.39% of Wasatch Advisors's portfolio in Q2 2026, its #75 holding.
  • Wasatch Advisors first reported a position in Helios Technologies in Q3 2017 and has held it in 36 quarters since.
  • Wasatch Advisors's Helios Technologies position peaked at $486M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.