Ray Dalio
HLIO icon

Ray Dalio’s Helios Technologies HLIO Stock Holding History

Ray Dalio’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Buy
+6,524
New +$437K ﹤0.01% 911

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ray Dalio's HLIO Position: Q1 2026 in Review

Ray Dalio opened a new position in Helios Technologies (HLIO) in Q1 2026: 6,524 shares worth $422K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Ray Dalio held 6,524 shares of Helios Technologies worth $422K as of Q1 2026.
  • Helios Technologies was a new Ray Dalio position in Q1 2026.
  • Helios Technologies made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #911 holding.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.