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 Q2	$907K	Buy	10,166 +3,642	+56%	+$280K	﹤0.01%	856
2026 Q1	$422K	Buy	+6,524	New	+$437K	﹤0.01%	911

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ray Dalio's HLIO Position: Q2 2026 in Review

Ray Dalio increased its Helios Technologies (HLIO) stake by 56% in Q2 2026, buying an estimated $280K and bringing the position to 10,166 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Ray Dalio first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Ray Dalio held 10,166 shares of Helios Technologies worth $907K as of Q2 2026.
Ray Dalio bought 3,642 Helios Technologies shares in Q2 2026, an estimated $280K.
Helios Technologies made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #856 holding.
Ray Dalio first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.