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Helios Technologies shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Helios Technologies

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All positions including Helios Technologies held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 25k 53.49

More positions owned by D.A. Davidson & Co.

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Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Series Trust State Street Spd (SPIB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Raytheon Technologies Corp (RTX)

View all positions for D.A. Davidson & Co.

Top funds holding Helios Technologies

Vanguard Group
BlackRock
Dimensional Fund Advisors
Conestoga Capital Advisors
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Wellington Management Company
Thrivent Financial for Lutherans
Jennison Associates
State Street Corporation
Geode Capital Management
ACK Asset Management
T. Rowe Price Investment Management
Vaughan Nelson Investment Management
Neuberger Berman Group

View all funds holding Helios Technologies