Question 1

Does Ameriprise Financial own HLIO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Ameriprise Financial holds 743,426 shares of HLIO (Helios Technologies), worth $66.4M.

Question 2

How many shares of HLIO does Ameriprise Financial own?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial holds 743,426 shares of HLIO (Helios Technologies).

Question 3

What is Ameriprise Financial's HLIO position worth?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial's HLIO position is worth $66.4M.

Question 4

Is Ameriprise Financial buying or selling HLIO?

Accepted Answer

In Q2 2026, Ameriprise Financial increased its HLIO position by 4,165 shares (+0.6%).

Question 5

When did Ameriprise Financial first buy HLIO?

Accepted Answer

Ameriprise Financial already held HLIO in its Q2 2019 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	743,426	+0.6%	$66.4M	0.0%	$89.12	30
2026-Q1	Increased	739,261	+42.3%	$47.8M	0.0%	$64.50	39
2025-Q4	Decreased	519,542	-2.8%	$27.8M	0.0%	$53.24	0
2025-Q3	Increased	534,505	+45.6%	$27.9M	0.0%	$51.80	39
2025-Q2	Increased	367,141	+7.3%	$12.3M	0.0%	$33.07	30
2025-Q1	Increased	342,065	+117.1%	$11M	0.0%	$31.70	45
2024-Q4	Increased	157,551	+16.8%	$7M	0.0%	$44.01	32
2024-Q3	Unchanged	134,871	0.0%	$6.4M	0.0%	$46.94	0

HLIOShowing 8 of 29 quarters

HLIO
Showing 8 of 29 quarters