Ray Dalio
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Ray Dalio’s AstraZeneca AZN Stock Holding History

Ray Dalio’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-231,430
Closed -$35.5M – 1058
2025
Q3 		$35.5M Sell
231,430
-79,022
-25% -$12M 0.14% 119
2025
Q2 		$43.4M Sell
310,452
-35,098
-10% -$4.92M 0.18% 100
2025
Q1 		$50.8M Buy
345,550
+8,819
+3% +$1.28M 0.24% 87
2024
Q4 		$44.1M Buy
336,731
+234,177
+228% +$32.8M 0.2% 94
2024
Q3 		$16M Sell
102,554
-2,035
-2% -$328K 0.09% 185
2024
Q2 		$16.3M Buy
104,589
+54,958
+111% +$8.27M 0.09% 176
2024
Q1 		$6.73M Sell
49,631
-30,394
-38% -$4.02M 0.03% 327
2023
Q4 		$10.8M Buy
80,025
+23,120
+41% +$3.01M 0.06% 237
2023
Q3 		$7.71M Buy
56,905
+2,024
+4% +$276K 0.05% 276
2023
Q2 		$7.86M Buy
54,881
+6,075
+12% +$894K 0.05% 231
2023
Q1 		$6.78M Buy
48,806
+3,997
+9% +$538K 0.04% 258
2022
Q4 		$6.08M Buy
44,809
+4,913
+12% +$616K 0.03% 327
2022
Q3 		$4.38M Buy
39,896
+4,395
+12% +$558K 0.02% 412
2022
Q2 		$4.69M Sell
35,501
-2,792
-7% -$366K 0.02% 500
2022
Q1 		$5.08M Buy
38,293
+1,847
+5% +$221K 0.02% 466
2021
Q4 		$4.25M Sell
36,446
-15,671
-30% -$1.84M 0.02% 331
2021
Q3 		$6.26M Buy
52,117
+6,449
+14% +$751K 0.03% 262
2021
Q2 		$5.47M Buy
+45,668
New +$5.01M 0.04% 320

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ray Dalio's AZN Position: Q4 2025 in Review

Ray Dalio sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 231,430 shares — an estimated $35.5M sold.

Ray Dalio first reported a position in AZN in Q2 2021 and held it in 18 quarters. The position peaked at $50.8M in Q1 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Ray Dalio reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 231,430 AstraZeneca shares in Q4 2025, an estimated $35.5M.
  • Ray Dalio first reported a position in AstraZeneca in Q2 2021 and held it in 18 quarters.
  • Ray Dalio's AstraZeneca position peaked at $50.8M in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.