ENVESTNET ASSET MANAGEMENT INC

Position in HLIO — Helios Technologies, Inc.

CIK 1407543 Berwyn, PA

Position in HLIO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,774,742

+$919,551 QoQ

Shares Held

64,703

-13.8% QoQ

Ownership

0.196%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 283 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,700,365,391 across 46 Specialty Industrial Machinery names. HLIO ranks #37 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	732,845	$716,810,351
2	ETN	Eaton Corp plc	1,509,735	$643,328,278
3	GEV	GE Vernova Inc.	487,847	$573,151,926
4	CMI	Cummins Inc	482,942	$344,439,063
5	EMR	Emerson Electric Co	1,737,140	$248,671,591
6	GNRC	Generac Holdings Inc.	480,206	$140,609,118
7	AME	Ametek Inc/	507,903	$122,882,051
8	ITW	Illinois Tool Works Inc	416,213	$112,573,130

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,774,742	64,703	-13.8%	Shares	Sole	2026-08-03
2026-03-31	$4,855,191	75,030	-23.3%	Shares	Sole	2026-05-04
2025-12-31	$5,234,263	97,855	-9.3%	Shares	Sole	2026-02-10
2025-09-30	$5,622,793	107,861	+9.5%	Shares	Sole	2025-11-05
2025-06-30	$3,288,213	98,538	-19.1%	Shares	Sole	2025-08-01
2025-03-31	$3,907,888	121,779	+30.3%	Shares	Sole	2025-04-29
2024-12-31	$4,172,188	93,463	+165.7%	Shares	Sole	2025-02-13
2024-09-30	$1,678,133	35,181	+18.6%	Shares	Sole	2024-11-07
2024-06-30	$1,416,074	29,656	-6.8%	Shares	Sole	2024-08-08
2024-03-31	$1,421,678	31,812	-34.1%	Shares	Sole	2024-05-13
2023-12-31	$2,188,137	48,250	+39.1%	Shares	Sole	2024-02-13
2023-09-30	$1,924,934	34,696	+72.3%	Shares	Sole	2023-11-13
2023-06-30	$1,330,523	20,132	-4.1%	Shares	Sole	2023-08-04
2023-03-31	$1,372,419	20,985	+53.0%	Shares	Sole	2023-05-11
2022-12-31	$746,535	13,713	+48.9%	Shares	Sole	2023-02-07
2022-09-30	$466,026	9,210	-1.7%	Shares	Sole	2022-11-10
2022-06-30	$620,563	9,367	+5.6%	Shares	Sole	2022-08-03
2022-03-31	$711,817	8,870	-0.9%	Shares	Sole	2022-05-04
2021-12-31	$941,481	8,952	+2.6%	Shares	Sole	2022-02-04
2021-09-30	$716,245	8,723	+14.4%	Shares	Sole	2021-10-07
2021-06-30	$594,975	7,623	+5.9%	Shares	Sole	2021-08-04
2021-03-31	$524,664	7,200	+15.0%	Shares	Sole	2021-05-04
2020-12-31	$333,648	6,261	+1.6%	Shares	Sole	2021-02-02
2020-09-30	$224,333	6,163	+14.7%	Shares	Sole	2020-10-09
2020-06-30	$200,181	5,374	-22.4%	Shares	Sole	2020-07-08
2020-03-31	$262,596	6,925	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.