YIH
HLIO icon

Y-Intercept (HK)’s Helios Technologies HLIO Stock Holding History

Y-Intercept (HK)’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 		$436K Sell
4,880
-8,005
-62% -$614K 0.01% 1350
2026
Q1 		$834K Buy
12,885
+6,192
+93% +$415K 0.02% 1099
2025
Q4 		$358K Buy
6,693
+319
+5% +$17.2K 0.01% 1328
2025
Q3 		$332K Sell
6,374
-19,047
-75% -$889K 0.01% 1352
2025
Q2 		$848K Buy
+25,421
New +$766K 0.02% 1009

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
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