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Helios Technologies shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Helios Technologies

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

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Quarterly reported holdings in Helios Technologies by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 3.9k 52.13

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View all positions for Legacy Wealth Asset 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