Ray Dalio
BJ icon

Ray Dalio’s BJs Wholesale Club BJ Stock Holding History

Ray Dalio’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81M Sell
28,537
-31,864
-53% -$3.07M 0.01% 576
2025
Q4 		$5.44M Sell
60,401
-4,013
-6% -$368K 0.02% 506
2025
Q3 		$6.01M Buy
64,414
+57,006
+770% +$5.83M 0.02% 451
2025
Q2 		$799K Sell
7,408
-2,294
-24% -$261K ﹤0.01% 488
2025
Q1 		$1.11M Sell
9,702
-14,013
-59% -$1.44M 0.01% 513
2024
Q4 		$2.12M Sell
23,715
-52,075
-69% -$4.71M 0.01% 439
2024
Q3 		$6.25M Sell
75,790
-111,317
-59% -$9.42M 0.04% 339
2024
Q2 		$16.4M Sell
187,107
-16,935
-8% -$1.37M 0.09% 174
2024
Q1 		$15.4M Sell
204,042
-28,375
-12% -$1.98M 0.08% 191
2023
Q4 		$15.5M Sell
232,417
-7,934
-3% -$537K 0.09% 174
2023
Q3 		$17.2M Buy
240,351
+9,595
+4% +$646K 0.1% 151
2023
Q2 		$14.5M Sell
230,756
-9,411
-4% -$651K 0.09% 159
2023
Q1 		$18.3M Sell
240,167
-1,668
-0.7% -$121K 0.11% 145
2022
Q4 		$16M Sell
241,835
-11,408
-5% -$826K 0.09% 181
2022
Q3 		$18.4M Buy
+253,243
New +$18.2M 0.09% 163

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's BJ Position: Q1 2026 in Review

Ray Dalio reduced its BJs Wholesale Club (BJ) stake by 53% in Q1 2026, selling an estimated $3.07M and leaving 28,537 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #576.

Ray Dalio first reported a position in BJ in Q3 2022 and has held it in 15 quarters since. The position peaked at $18.4M in Q3 2022. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Ray Dalio held 28,537 shares of BJs Wholesale Club worth $2.81M as of Q1 2026.
  • Ray Dalio sold 31,864 BJs Wholesale Club shares in Q1 2026, an estimated $3.07M.
  • BJs Wholesale Club made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #576 holding.
  • Ray Dalio first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 15 quarters since.
  • Ray Dalio's BJs Wholesale Club position peaked at $18.4M in Q3 2022.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

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