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Helios Technologies shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Helios Technologies (HLIO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Helios Technologies

Tip: Access up to 7 years of quarterly data

All positions including Helios Technologies held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helios Technologies by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $231k 6.9k 33.37
2025-03-31 $227k 7.1k 32.09

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View all positions for EP Wealth Advisors

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