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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
2024-09-30 $478k 10k 47.70
2024-06-30 $479k 10k 47.75
2024-03-31 $448k 10k 44.69
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)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Helios Technologies

Daniel D. Thurber
Vanguard Group
BlackRock
BlackRock
Thrivent Financial for Lutherans
Brown Capital Management
Conestoga Capital Advisors
Dimensional Fund Advisors
Sara-Bay Financial
Barrow, Hanley, Mewhinney & Strauss
Bank of America Corporation
State Street Corporation
Geode Capital Management
Henderson Group
T. Rowe Price Investment Management

View all funds holding Helios Technologies