ZIM
HLIO icon

Zacks Investment Management’s Helios Technologies HLIO Stock Holding History

Zacks 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
Q1 		– Sell
-33,267
Closed -$1.78M – 753
2025
Q4 		$1.78M Sell
33,267
-821
-2% -$44.3K 0.01% 367
2025
Q3 		$1.78M Buy
+34,088
New +$1.59M 0.01% 347
2022
Q2 		– Sell
-11,847
Closed -$951K – 599
2022
Q1 		$951K Buy
11,847
+1,257
+12% +$100K 0.01% 375
2021
Q4 		$1.11M Buy
10,590
+7,897
+293% +$767K 0.02% 363
2021
Q3 		$221K Sell
2,693
-566
-17% -$46.2K ﹤0.01% 567
2021
Q2 		$254K Buy
+3,259
New +$238K ﹤0.01% 535
2019
Q3 		– Sell
-22,585
Closed -$1.05M – 540
2019
Q2 		$1.05M Buy
22,585
+10,555
+88% +$493K 0.02% 387
2019
Q1 		$560K Buy
+12,030
New +$481K 0.01% 447
2018
Q1 		– Sell
-27,870
Closed -$1.8M – 556
2017
Q4 		$1.8M Buy
27,870
+3,573
+15% +$209K 0.04% 288
2017
Q3 		$1.31M Buy
24,297
+1,857
+8% +$86.1K 0.03% 317
2017
Q2 		$958K Buy
+22,440
New +$904K 0.02% 377
2016
Q2 		– Sell
-26,618
Closed -$883K – 667
2016
Q1 		$883K Buy
+26,618
New +$784K 0.03% 345
2014
Q3 		– Sell
-6,867
Closed -$279K – 698
2014
Q2 		$279K Buy
6,867
+752
+12% +$29.9K 0.01% 594
2014
Q1 		$265K Buy
+6,115
New +$249K 0.01% 561
2013
Q4 		– Sell
-8,833
Closed -$320K – 698
2013
Q3 		$320K Sell
8,833
-334
-4% -$10.9K 0.01% 496
2013
Q2 		$287K Buy
+9,167
New +$292K 0.01% 467

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Zacks Investment Management's HLIO Position: Q1 2026 in Review

Zacks Investment Management sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 33,267 shares — an estimated $1.78M sold.

Zacks Investment Management first reported a position in HLIO in Q2 2013 and held it in 16 quarters. The position peaked at $1.8M in Q4 2017. 252 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Zacks Investment Management reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 33,267 Helios Technologies shares in Q1 2026, an estimated $1.78M.
  • Zacks Investment Management first reported a position in Helios Technologies in Q2 2013 and held it in 16 quarters.
  • Zacks Investment Management's Helios Technologies position peaked at $1.8M in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.