William Blair Investment Management
HLIO icon

William Blair Investment Management’s Helios Technologies HLIO Stock Holding History

William Blair 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 		$74.5M Sell
834,221
-96,787
-10% -$7.43M 0.22% 126
2026
Q1 		$60.2M Buy
931,008
+343,665
+59% +$23M 0.2% 122
2025
Q4 		$31.4M Sell
587,343
-148,378
-20% -$8M 0.09% 192
2025
Q3 		$38.4M Buy
735,721
+105,334
+17% +$4.92M 0.1% 165
2025
Q2 		$21M Buy
+630,387
New +$19M 0.06% 281

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

William Blair Investment Management's HLIO Position: Q2 2026 in Review

William Blair Investment Management reduced its Helios Technologies (HLIO) stake by 10% in Q2 2026, selling an estimated $7.43M and leaving 834,221 shares worth $74.5M. The position accounts for 0.22% of the portfolio, ranked #126.

William Blair Investment Management first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • William Blair Investment Management held 834,221 shares of Helios Technologies worth $74.5M as of Q2 2026.
  • William Blair Investment Management sold 96,787 Helios Technologies shares in Q2 2026, an estimated $7.43M.
  • Helios Technologies made up 0.22% of William Blair Investment Management's portfolio in Q2 2026, its #126 holding.
  • William Blair Investment Management first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.