Ray Dalio’s Helmerich & Payne HP Stock Holding History

Ray Dalio’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49M	Buy	+69,072	New	+$2.36M	0.01%	605
2025 Q4	–	Sell	-11,054	Closed	-$244K	–	1115
2025 Q3	$244K	Buy	+11,054	New	+$204K	﹤0.01%	988
2025 Q2	–	Sell	-125,341	Closed	-$3.27M	–	647
2025 Q1	$3.27M	Sell	125,341 -41,302	-25%	-$1.2M	0.02%	408
2024 Q4	$5.34M	Buy	166,643 +75,546	+83%	+$2.56M	0.02%	340
2024 Q3	$2.77M	Buy	+91,097	New	+$3.15M	0.02%	465
2023 Q3	–	Sell	-17,817	Closed	-$632K	–	775
2023 Q2	$632K	Buy	+17,817	New	+$608K	﹤0.01%	631
2019 Q3	–	Sell	-117,530	Closed	-$5.95M	–	356
2019 Q2	$5.95M	Sell	117,530 -19,431	-14%	-$1.07M	0.05%	140
2019 Q1	$7.61M	Buy	+136,961	New	+$7.46M	0.05%	103
2014 Q4	–	Sell	-20,400	Closed	-$2M	–	377
2014 Q3	$2M	Buy	20,400 +3,717	+22%	+$395K	0.02%	169
2014 Q2	$1.94M	Sell	16,683 -33,900	-67%	-$3.71M	0.01%	183
2014 Q1	$5.44M	Sell	50,583 -29,900	-37%	-$2.78M	0.04%	91
2013 Q4	$6.77M	Buy	80,483 +69,799	+653%	+$5.43M	0.05%	75
2013 Q3	$737K	Buy	+10,684	New	+$705K	0.01%	232

Other funds holding HP

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's HP Position: Q1 2026 in Review

Ray Dalio opened a new position in Helmerich & Payne (HP) in Q1 2026: 69,072 shares worth $2.49M. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Ray Dalio previously reported a position in HP as recently as Q3 2025.

Ray Dalio first reported a position in HP in Q3 2013 and has held it in 13 quarters since. The position peaked at $7.61M in Q1 2019. 375 funds tracked by Wall St. Rank hold HP as of Q1 2026.

Ray Dalio held 69,072 shares of Helmerich & Payne worth $2.49M as of Q1 2026.
Helmerich & Payne was a new Ray Dalio position in Q1 2026.
Helmerich & Payne made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #605 holding.
Ray Dalio first reported a position in Helmerich & Payne in Q3 2013 and has held it in 13 quarters since.
Ray Dalio's Helmerich & Payne position peaked at $7.61M in Q1 2019.
375 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

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