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Helios Technologies shares owned by CastleArk Management

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by CastleArk Management from 13F filings

Historical chart of CastleArk Management investment in Helios Technologies

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All positions including Helios Technologies held by CastleArk Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by CastleArk Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 67k 52.13

More positions owned by CastleArk Management

Advisors Inner Circle Fd Ii Castleark Large (CARK)
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Amazon (AMZN)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Treas Bd Etf (GOVT)
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View all positions for CastleArk Management

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Conestoga Capital Advisors
Dimensional Fund Advisors
Thrivent Financial for Lutherans
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Daniel D. Thurber
T. Rowe Price Investment Management
DePrince Race & Zollo
State Street Corporation
Geode Capital Management
Vaughan Nelson Investment Management
ACK Asset Management

View all funds holding Helios Technologies