Zurich Cantonal Bank’s Helios Technologies HLIO Stock Holding History

Zurich Cantonal Bank’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	$1.71M	Sell	19,133 -64	-0.3%	-$4.91K	﹤0.01%	1227
2026 Q1	$1.24M	Buy	19,197 +3,110	+19%	+$208K	﹤0.01%	1306
2025 Q4	$860K	Buy	16,087 +5,547	+53%	+$299K	﹤0.01%	1428
2025 Q3	$549K	Sell	10,540 -376	-3%	-$17.6K	﹤0.01%	1681
2025 Q2	$364K	Buy	10,916 +1,747	+19%	+$52.6K	﹤0.01%	1848
2025 Q1	$294K	Hold	9,169	–	–	﹤0.01%	1899
2024 Q4	$409K	Buy	9,169 +3,829	+72%	+$190K	﹤0.01%	1748
2024 Q3	$255K	Hold	5,340	–	–	﹤0.01%	1980
2024 Q2	$255K	Sell	5,340 -2,173	-29%	-$104K	﹤0.01%	1917
2024 Q1	$336K	Sell	7,513 -2,356	-24%	-$101K	﹤0.01%	1732
2023 Q4	$448K	Buy	9,869 +4,832	+96%	+$223K	﹤0.01%	1570
2023 Q3	$279K	Buy	5,037 +931	+23%	+$55.3K	﹤0.01%	1755
2023 Q2	$271K	Sell	4,106 -854	-17%	-$50.6K	﹤0.01%	1723
2023 Q1	$324K	Hold	4,960	–	–	﹤0.01%	1570
2022 Q4	$270K	Buy	4,960 +854	+21%	+$46K	﹤0.01%	1640
2022 Q3	$208K	Hold	4,106	–	–	﹤0.01%	1730
2022 Q2	$272K	Hold	4,106	–	–	﹤0.01%	1609
2022 Q1	$330K	Hold	4,106	–	–	﹤0.01%	1603
2021 Q4	$432K	Hold	4,106	–	–	﹤0.01%	1559
2021 Q3	$337K	Buy	4,106 +1,170	+40%	+$95.4K	﹤0.01%	1558
2021 Q2	$229K	Hold	2,936	–	–	﹤0.01%	1721
2021 Q1	$214K	Sell	2,936 -1,487	-34%	-$95.1K	﹤0.01%	1738
2020 Q4	$236K	Hold	4,423	–	–	﹤0.01%	1730
2020 Q3	$161K	Hold	4,423	–	–	﹤0.01%	1752
2020 Q2	$165K	Buy	4,423 +2,548	+136%	+$86.9K	﹤0.01%	1639
2020 Q1	$71K	Hold	1,875	–	–	﹤0.01%	1779
2019 Q4	$87K	Hold	1,875	–	–	﹤0.01%	1799
2019 Q3	$76K	Hold	1,875	–	–	﹤0.01%	1763
2019 Q2	$87K	Hold	1,875	–	–	﹤0.01%	1701
2019 Q1	$87K	Sell	1,875 -318	-15%	-$12.7K	﹤0.01%	1656
2018 Q4	$73K	Buy	2,193 +465	+27%	+$19.7K	﹤0.01%	1793
2018 Q3	$95K	Hold	1,728	–	–	﹤0.01%	1739
2018 Q2	$83K	Hold	1,728	–	–	﹤0.01%	1759
2018 Q1	$93K	Hold	1,728	–	–	﹤0.01%	1637
2017 Q4	$112K	Buy	1,728 +342	+25%	+$20K	﹤0.01%	1505
2017 Q3	$75K	Hold	1,386	–	–	﹤0.01%	1554
2017 Q2	$59K	Buy	1,386 +372	+37%	+$15K	﹤0.01%	1662
2017 Q1	$37K	Hold	1,014	–	–	﹤0.01%	1961
2016 Q4	$41K	Hold	1,014	–	–	﹤0.01%	1819
2016 Q3	$33K	Hold	1,014	–	–	﹤0.01%	1920
2016 Q2	$30K	Hold	1,014	–	–	﹤0.01%	1803
2016 Q1	$34K	Hold	1,014	–	–	﹤0.01%	1641
2015 Q4	$32K	Buy	1,014 +712	+236%	+$21.8K	﹤0.01%	1724
2015 Q3	$8K	Buy	+302	New	+$9.9K	﹤0.01%	2210

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Zurich Cantonal Bank's HLIO Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Helios Technologies (HLIO) stake by 0.33% in Q2 2026, selling an estimated $4.91K and leaving 19,133 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Zurich Cantonal Bank first reported a position in HLIO in Q3 2015 and has held it in 44 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Zurich Cantonal Bank held 19,133 shares of Helios Technologies worth $1.71M as of Q2 2026.
Zurich Cantonal Bank sold 64 Helios Technologies shares in Q2 2026, an estimated $4.91K.
Helios Technologies made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1227 holding.
Zurich Cantonal Bank first reported a position in Helios Technologies in Q3 2015 and has held it in 44 quarters since.
284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.