Ray Dalio
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Ray Dalio’s Broadridge BR Stock Holding History

Ray Dalio’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,352
Closed -$4.77M – 1025
2025
Q4 		$4.77M Buy
21,352
+12,543
+142% +$2.86M 0.02% 547
2025
Q3 		$2.1M Buy
+8,809
New +$2.19M 0.01% 715
2023
Q1 		– Sell
-24,822
Closed -$3.33M – 738
2022
Q4 		$3.33M Buy
+24,822
New +$3.53M 0.02% 442
2022
Q3 		– Sell
-36,170
Closed -$5.16M – 889
2022
Q2 		$5.16M Buy
36,170
+9,834
+37% +$1.43M 0.02% 483
2022
Q1 		$4.1M Buy
26,336
+14,021
+114% +$2.15M 0.02% 518
2021
Q4 		$2.25M Buy
12,315
+10,772
+698% +$1.89M 0.01% 446
2021
Q3 		$257K Buy
+1,543
New +$263K ﹤0.01% 653

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's BR Position: Q1 2026 in Review

Ray Dalio sold out of Broadridge (BR) in Q1 2026, closing a stake of 21,352 shares — an estimated $4.77M sold.

Ray Dalio first reported a position in BR in Q3 2021 and held it in 7 quarters. The position peaked at $5.16M in Q2 2022. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Ray Dalio reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 21,352 Broadridge shares in Q1 2026, an estimated $4.77M.
  • Ray Dalio first reported a position in Broadridge in Q3 2021 and held it in 7 quarters.
  • Ray Dalio's Broadridge position peaked at $5.16M in Q2 2022.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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