Ray Dalio
DCI icon

Ray Dalio’s Donaldson DCI Stock Holding History

Ray Dalio’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,558
Closed -$581K – 1059
2025
Q4 		$581K Sell
6,558
-31,390
-83% -$2.73M ﹤0.01% 957
2025
Q3 		$3.11M Buy
+37,948
New +$2.86M 0.01% 612
2024
Q4 		– Sell
-28,544
Closed -$2.1M – 727
2024
Q3 		$2.1M Sell
28,544
-713
-2% -$51.5K 0.01% 500
2024
Q2 		$2.09M Buy
+29,257
New +$2.15M 0.01% 523
2022
Q4 		– Sell
-13,574
Closed -$665K – 849
2022
Q3 		$665K Buy
13,574
+4,397
+48% +$230K ﹤0.01% 750
2022
Q2 		$442K Sell
9,177
-30,369
-77% -$1.53M ﹤0.01% 906
2022
Q1 		$2.05M Buy
+39,546
New +$2.15M 0.01% 679
2021
Q3 		– Sell
-33,829
Closed -$2.15M – 707
2021
Q2 		$2.15M Buy
+33,829
New +$2.09M 0.01% 472
2021
Q1 		– Sell
-12,754
Closed -$713K – 489
2020
Q4 		$713K Buy
12,754
+3,473
+37% +$183K 0.01% 427
2020
Q3 		$431K Buy
+9,281
New +$451K 0.01% 412
2020
Q1 		– Sell
-5,484
Closed -$316K – 459
2019
Q4 		$316K Buy
+5,484
New +$298K ﹤0.01% 455
2019
Q1 		– Sell
-11,878
Closed -$515K – 360
2018
Q4 		$515K Buy
+11,878
New +$614K ﹤0.01% 391
2018
Q3 		– Sell
-7,667
Closed -$346K – 392
2018
Q2 		$346K Sell
7,667
-10,051
-57% -$464K ﹤0.01% 414
2018
Q1 		$798K Buy
+17,718
New +$848K 0.01% 312
2017
Q3 		– Sell
-5,347
Closed -$244K – 314
2017
Q2 		$244K Buy
+5,347
New +$246K ﹤0.01% 312
2015
Q4 		– Sell
-7,934
Closed -$223K – 307
2015
Q3 		$223K Buy
+7,934
New +$255K ﹤0.01% 412

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's DCI Position: Q1 2026 in Review

Ray Dalio sold out of Donaldson (DCI) in Q1 2026, closing a stake of 6,558 shares — an estimated $581K sold.

Ray Dalio first reported a position in DCI in Q3 2015 and held it in 16 quarters. The position peaked at $3.11M in Q3 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Ray Dalio reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 6,558 Donaldson shares in Q1 2026, an estimated $581K.
  • Ray Dalio first reported a position in Donaldson in Q3 2015 and held it in 16 quarters.
  • Ray Dalio's Donaldson position peaked at $3.11M in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

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