Ray Dalio’s Artisan Partners APAM Stock Holding History

Ray Dalio’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-23,411	Closed	-$954K	–	1010
2025 Q4	$954K	Buy	23,411 +16,792	+254%	+$717K	﹤0.01%	896
2025 Q3	$287K	Buy	+6,619	New	+$305K	﹤0.01%	972
2024 Q1	–	Sell	-27,890	Closed	-$1.23M	–	689
2023 Q4	$1.23M	Buy	27,890 +1,081	+4%	+$40.8K	0.01%	606
2023 Q3	$1M	Buy	+26,809	New	+$1.04M	0.01%	603

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Ray Dalio's APAM Position: Q1 2026 in Review

Ray Dalio sold out of Artisan Partners (APAM) in Q1 2026, closing a stake of 23,411 shares — an estimated $954K sold.

Ray Dalio first reported a position in APAM in Q3 2023 and held it in 4 quarters. The position peaked at $1.23M in Q4 2023. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

Ray Dalio reported no remaining Artisan Partners position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 23,411 Artisan Partners shares in Q1 2026, an estimated $954K.
Ray Dalio first reported a position in Artisan Partners in Q3 2023 and held it in 4 quarters.
Ray Dalio's Artisan Partners position peaked at $1.23M in Q4 2023.
383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

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