Wellington Management Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.2M | Sell |
887,417
-419,256
| -32% | -$32.2M | 0.01% | 605 |
|
|
2026
Q1 | $84.6M | Sell |
1,306,673
-690,854
| -35% | -$46.3M | 0.02% | 586 |
|
|
2025
Q4 | $107M | Buy |
1,997,527
+1,067,846
| +115% | +$57.6M | 0.02% | 534 |
|
|
2025
Q3 | $48.5M | Sell |
929,681
-285,842
| -24% | -$13.3M | 0.01% | 737 |
|
|
2025
Q2 | $40.6M | Buy |
1,215,523
+108,602
| +10% | +$3.27M | 0.01% | 741 |
|
|
2025
Q1 | $35.5M | Sell |
1,106,921
-356,344
| -24% | -$14.4M | 0.01% | 788 |
|
|
2024
Q4 | $65.3M | Sell |
1,463,265
-559,459
| -28% | -$27.7M | 0.01% | 640 |
|
|
2024
Q3 | $96.5M | Sell |
2,022,724
-871,824
| -30% | -$38.3M | 0.02% | 542 |
|
|
2024
Q2 | $138M | Sell |
2,894,548
-383,990
| -12% | -$18.4M | 0.02% | 465 |
|
|
2024
Q1 | $147M | Buy |
3,278,538
+754,497
| +30% | +$32.4M | 0.03% | 461 |
|
|
2023
Q4 | $114M | Buy |
2,524,041
+1,405,098
| +126% | +$64.9M | 0.02% | 528 |
|
|
2023
Q3 | $62.1M | Buy |
1,118,943
+605,077
| +118% | +$36M | 0.01% | 645 |
|
|
2023
Q2 | $34M | Sell |
513,866
-196,690
| -28% | -$11.6M | 0.01% | 814 |
|
|
2023
Q1 | $46.5M | Buy |
710,556
+40,055
| +6% | +$2.61M | 0.01% | 709 |
|
|
2022
Q4 | $36.5M | Buy |
670,501
+120,285
| +22% | +$6.48M | 0.01% | 763 |
|
|
2022
Q3 | $27.8M | Sell |
550,216
-197,645
| -26% | -$11.9M | 0.01% | 822 |
|
|
2022
Q2 | $49.5M | Sell |
747,861
-13,791
| -2% | -$956K | 0.01% | 679 |
|
|
2022
Q1 | $61.1M | Buy |
761,652
+94,638
| +14% | +$7.54M | 0.01% | 695 |
|
|
2021
Q4 | $70.1M | Buy |
667,014
+67,415
| +11% | +$6.55M | 0.01% | 729 |
|
|
2021
Q3 | $49.2M | Sell |
599,599
-108,409
| -15% | -$8.84M | 0.01% | 821 |
|
|
2021
Q2 | $55.3M | Buy |
708,008
+130,777
| +23% | +$9.57M | 0.01% | 791 |
|
|
2021
Q1 | $42.1M | Buy |
577,231
+573,062
| +13,746% | +$36.6M | 0.01% | 849 |
|
|
2020
Q4 | $222K | Buy |
+4,169
| New | +$196K | ﹤0.01% | 1876 |
|
|
2017
Q3 | – | Sell |
-106,378
| Closed | -$4.54M | – | 2235 |
|
|
2017
Q2 | $4.54M | Sell |
106,378
-6,951
| -6% | -$280K | ﹤0.01% | 1459 |
|
|
2017
Q1 | $4.09M | Buy |
+113,329
| New | +$4.25M | ﹤0.01% | 1507 |
|
|
2014
Q4 | – | Sell |
-165,144
| Closed | -$6.21M | – | 2193 |
|
|
2014
Q3 | $6.21M | Sell |
165,144
-74,925
| -31% | -$2.93M | ﹤0.01% | 1379 |
|
|
2014
Q2 | $9.75M | Buy |
240,069
+24,032
| +11% | +$955K | ﹤0.01% | 1262 |
|
|
2014
Q1 | $9.36M | Sell |
216,037
-2,459
| -1% | -$100K | ﹤0.01% | 1273 |
|
|
2013
Q4 | $8.92M | Buy |
218,496
+4,896
| +2% | +$193K | ﹤0.01% | 1278 |
|
|
2013
Q3 | $7.74M | Buy |
213,600
+32,100
| +18% | +$1.05M | ﹤0.01% | 1289 |
|
|
2013
Q2 | $5.68M | Buy |
+181,500
| New | +$5.78M | ﹤0.01% | 1391 |
|
Other funds holding HLIO
SBF
CCA
Wellington Management Group's HLIO Position: Q2 2026 in Review
Wellington Management Group reduced its Helios Technologies (HLIO) stake by 32% in Q2 2026, selling an estimated $32.2M and leaving 887,417 shares worth $79.2M. The position accounts for 0.01% of the portfolio, ranked #605.
Wellington Management Group first reported a position in HLIO in Q2 2013 and has held it in 31 quarters since. The position peaked at $147M in Q1 2024. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.
- Wellington Management Group held 887,417 shares of Helios Technologies worth $79.2M as of Q2 2026.
- Wellington Management Group sold 419,256 Helios Technologies shares in Q2 2026, an estimated $32.2M.
- Helios Technologies made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #605 holding.
- Wellington Management Group first reported a position in Helios Technologies in Q2 2013 and has held it in 31 quarters since.
- Wellington Management Group's Helios Technologies position peaked at $147M in Q1 2024.
- 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.
Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.