Ray Dalio
FHI icon

Ray Dalio’s Federated Hermes FHI Stock Holding History

Ray Dalio’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.18M Sell
144,289
-142,279
-50% -$7.79M 0.04% 302
2025
Q4 		$14.9M Buy
286,568
+7,442
+3% +$378K 0.05% 258
2025
Q3 		$14.5M Buy
279,126
+119,755
+75% +$6.07M 0.06% 256
2025
Q2 		$7.06M Buy
159,371
+41,366
+35% +$1.7M 0.03% 297
2025
Q1 		$4.81M Buy
118,005
+5,618
+5% +$219K 0.02% 364
2024
Q4 		$4.62M Buy
112,387
+38,194
+51% +$1.54M 0.02% 355
2024
Q3 		$2.73M Sell
74,193
-9,267
-11% -$317K 0.02% 466
2024
Q2 		$2.74M Sell
83,460
-108,873
-57% -$3.65M 0.01% 479
2024
Q1 		$6.95M Sell
192,333
-29,665
-13% -$1.04M 0.04% 322
2023
Q4 		$7.52M Buy
221,998
+55,035
+33% +$1.79M 0.04% 304
2023
Q3 		$5.66M Buy
166,963
+65,767
+65% +$2.27M 0.03% 336
2023
Q2 		$3.63M Buy
101,196
+10,952
+12% +$423K 0.02% 363
2023
Q1 		$3.62M Sell
90,244
-82,051
-48% -$3.22M 0.02% 364
2022
Q4 		$6.26M Buy
172,295
+101,751
+144% +$3.57M 0.03% 319
2022
Q3 		$2.34M Buy
70,544
+22,349
+46% +$763K 0.01% 528
2022
Q2 		$1.53M Buy
48,195
+37,759
+362% +$1.2M 0.01% 731
2022
Q1 		$355K Sell
10,436
-6,886
-40% -$234K ﹤0.01% 925
2021
Q4 		$651K Sell
17,322
-20,916
-55% -$725K ﹤0.01% 621
2021
Q3 		$1.24M Buy
38,238
+5,119
+15% +$167K 0.01% 490
2021
Q2 		$1.12M Buy
33,119
+4,029
+14% +$128K 0.01% 564
2021
Q1 		$911K Buy
29,090
+11,066
+61% +$325K 0.01% 329
2020
Q4 		$521K Buy
+18,024
New +$480K ﹤0.01% 457
2020
Q1 		– Sell
-20,904
Closed -$681K – 474
2019
Q4 		$681K Buy
+20,904
New +$682K 0.01% 378
2019
Q1 		– Sell
-13,580
Closed -$361K – 377
2018
Q4 		$361K Buy
+13,580
New +$337K ﹤0.01% 445
2015
Q4 		– Sell
-10,700
Closed -$309K – 321
2015
Q3 		$309K Buy
+10,700
New +$343K ﹤0.01% 391

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ray Dalio's FHI Position: Q1 2026 in Review

Ray Dalio reduced its Federated Hermes (FHI) stake by 50% in Q1 2026, selling an estimated $7.79M and leaving 144,289 shares worth $8.18M. The position accounts for 0.04% of the portfolio, ranked #302.

Ray Dalio first reported a position in FHI in Q3 2015 and has held it in 25 quarters since. The position peaked at $14.9M in Q4 2025. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Ray Dalio held 144,289 shares of Federated Hermes worth $8.18M as of Q1 2026.
  • Ray Dalio sold 142,279 Federated Hermes shares in Q1 2026, an estimated $7.79M.
  • Federated Hermes made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #302 holding.
  • Ray Dalio first reported a position in Federated Hermes in Q3 2015 and has held it in 25 quarters since.
  • Ray Dalio's Federated Hermes position peaked at $14.9M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

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