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The company

Helios Technologies, Inc.

HLIO · NYSE

IndustrialsMachineryNot moving yet

HLIO stood above a rising 150-day average in 43 of the last 52 weekly readings, and has been out of that trend for the last 9 weeks. It is 7.3% below that average now. Machinery: 27% of its 143 stocks in an uptrend (−6 points in four weeks); Industrials: 28% (−3 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 9
Industry in uptrend: 27% -6 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $2.4M
Officials’ trades on record: 5
Institutions holding: 267 (+32)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 43 of 52 weeks.

22 Apr – 21 Oct

Machinery: A minority of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

5 disclosed lines: House 5, Senate 0, executive 0; 2 people.

Who	Did	Amount	Traded
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	18 Jul 2023filed 21 Aug 2023
Josh Gottheimer House: U.S. House ClerkNJ05	soldjoint	$1k–$15k	12 Jun 2023filed 11 Jul 2023
Josh Gottheimer House: U.S. House ClerkNJ05	sold	$1k–$15k	3 Nov 2021filed 13 Dec 2021
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	bought	$1k–$15k	29 Oct 2020filed 5 Nov 2020
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	bought	$1k–$15k	30 Jun 2020filed 17 Jul 2020

Insiders

Buy orders, 12 months0

Sale orders, 12 months5

Buyers · sellers0 · 2

Who	Did	Shares	Traded
Matteo ArduiniPresident of Hydraulics, FCT	sold	6,027at $90.42	23 Jun 2026filed 24 Jun 2026
Matteo ArduiniPresident of Hydraulics, FCT	sold	4,000at $89.93	22 Jun 2026filed 24 Jun 2026
Matteo ArduiniPresident of Hydraulics, FCT	sold	3,000at $76.48	15 May 2026filed 19 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders267+32 on the quarter

New · exited57 · 24

Reported value$2.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	2,592,872$231.4M	+149,916+6.1%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	1,641,106$146.5M	+135,810+9.0%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026	1,549,341$138.3M	-69,371−4.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	1,462,106$130.5M	-15,243−1.0%
Sara-Bay Financialreduced · filed 17 Jul 2026	1,146,658$102.3M	-7,238−0.6%
Conestoga Capital Advisors, LLCreduced · filed 24 Jul 2026	1,084,345$96.8M	-240,861−18.2%
Invesco Ltd.added · filed 14 Aug 2026	1,083,038$96.7M	+863,860+394.1%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	979,448$87.4M	+142,617+17.0%
JENNISON ASSOCIATES LLCreduced · filed 3 Aug 2026	977,554$87.2M	-58,423−5.6%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026	887,417$79.2M	-419,256−32.1%