Ray Dalio
FIVE icon

Ray Dalio’s Five Below FIVE Stock Holding History

Ray Dalio’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Sell
61,895
-36,143
-37% -$7.56M 0.06% 208
2025
Q4 		$18.5M Buy
98,038
+76,812
+362% +$12.5M 0.07% 225
2025
Q3 		$3.28M Buy
+21,226
New +$3M 0.01% 592
2023
Q1 		– Sell
-2,970
Closed -$525K – 788
2022
Q4 		$525K Buy
2,970
+694
+30% +$109K ﹤0.01% 718
2022
Q3 		$313K Sell
2,276
-1,559
-41% -$205K ﹤0.01% 823
2022
Q2 		$435K Buy
3,835
+608
+19% +$87.5K ﹤0.01% 910
2022
Q1 		$511K Buy
+3,227
New +$538K ﹤0.01% 887

Other funds holding FIVE

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ray Dalio's FIVE Position: Q1 2026 in Review

Ray Dalio reduced its Five Below (FIVE) stake by 37% in Q1 2026, selling an estimated $7.56M and leaving 61,895 shares worth $14.1M. The position accounts for 0.06% of the portfolio, ranked #208.

Ray Dalio first reported a position in FIVE in Q1 2022 and has held it in 7 quarters since. The position peaked at $18.5M in Q4 2025. 631 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Ray Dalio held 61,895 shares of Five Below worth $14.1M as of Q1 2026.
  • Ray Dalio sold 36,143 Five Below shares in Q1 2026, an estimated $7.56M.
  • Five Below made up 0.06% of Ray Dalio's portfolio in Q1 2026, its #208 holding.
  • Ray Dalio first reported a position in Five Below in Q1 2022 and has held it in 7 quarters since.
  • Ray Dalio's Five Below position peaked at $18.5M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

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