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Helios Technologies shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $455k 10k 45.35
2023-09-30 $556k 10k 55.48
2023-06-30 $663k 10k 66.09
2023-03-31 $656k 10k 65.40

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
Wellington Management Company
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Geode Capital Management
Bank of America Corporation
New York State Common Retirement Fund
Bank of New York Mellon
Iat Reinsurance
Charles Schwab Investment Management
Royce & Associates
Ceredex Value Advisors

View all funds holding Helios Technologies