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Equibles

MORGAN STANLEY

Position in HLIO — Helios Technologies, Inc.

CIK 895421 NEW YORK, NY
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$19,499,160
+$10,417,827 QoQ
Shares Held
218,478
+55.7% QoQ
Ownership
0.663%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 77% Shared 0% None 23%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $29,452,065,611 across 68 Specialty Industrial Machinery names. HLIO ranks #41 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 5,715,959 $6,715,451,582
2 ETN
Eaton Corp plc
 13,250,139 $5,646,149,221
3 PH
Parker-Hannifin Corp
 2,581,520 $2,525,036,334
4 CMI
Cummins Inc
 3,107,922 $2,216,601,041
5 EMR
Emerson Electric Co
 12,010,701 $1,719,331,838
6 ROK
Rockwell Automation, Inc
 3,040,314 $1,505,198,646
7 ITW
Illinois Tool Works Inc
 4,899,971 $1,325,295,149
8 AME
Ametek Inc/
 3,745,827 $906,265,375

All Filings in HLIO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,499,160 218,478
2026-03-31 $9,081,333 140,339
2025-12-31 $7,596,003 142,008
2025-09-30 $8,799,748 168,804
2025-06-30 $7,119,586 213,353
2025-03-31 $6,368,258 198,450
2024-12-31 $6,753,224 151,282
2024-09-30 $8,172,724 171,336
2024-06-30 $5,298,624 110,966
2024-03-31 $6,100,673 136,511
2023-12-31 $8,135,740 179,399
2023-09-30 $5,661,563 102,047
2023-06-30 $6,296,257 95,268
2023-03-31 $5,511,189 84,269
2022-12-31 $6,735,966 123,732
2022-09-30 $6,920,710 136,773
2022-06-30 $7,705,136 116,304
2022-03-31 $5,838,506 72,754
2021-12-31 $7,868,502 74,817
2021-09-30 $5,234,346 63,748
2021-06-30 $5,649,958 72,389
2021-03-31 $1,559,050 21,395
2020-12-31 $1,498,939 28,128
2020-09-30 $309,800 8,511
2020-06-30 $5,359,603 143,882
2020-03-31 $316,289 8,341