Ray Dalio
AEIS icon

Ray Dalio’s Advanced Energy AEIS Stock Holding History

Ray Dalio’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Sell
1,239
-1,564
-56% -$547K ﹤0.01% 934
2026
Q1 		$905K Sell
2,803
-2,046
-42% -$593K ﹤0.01% 805
2025
Q4 		$1.02M Sell
4,849
-4,624
-49% -$941K ﹤0.01% 878
2025
Q3 		$1.61M Buy
+9,473
New +$1.43M 0.01% 775

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ray Dalio's AEIS Position: Q2 2026 in Review

Ray Dalio reduced its Advanced Energy (AEIS) stake by 56% in Q2 2026, selling an estimated $547K and leaving 1,239 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Ray Dalio first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2025. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Ray Dalio held 1,239 shares of Advanced Energy worth $462K as of Q2 2026.
  • Ray Dalio sold 1,564 Advanced Energy shares in Q2 2026, an estimated $547K.
  • Advanced Energy made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #934 holding.
  • Ray Dalio first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • Ray Dalio's Advanced Energy position peaked at $1.61M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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