Ray Dalio’s IES Holdings IESC Stock Holding History

Ray Dalio’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Sell	22,161 -975	-4%	-$447K	0.05%	257
2025 Q4	$9M	Buy	23,136 +5,782	+33%	+$2.32M	0.03%	383
2025 Q3	$6.9M	Buy	+17,354	New	+$5.97M	0.03%	410

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ray Dalio's IESC Position: Q1 2026 in Review

Ray Dalio reduced its IES Holdings (IESC) stake by 4.2% in Q1 2026, selling an estimated $447K and leaving 22,161 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #257.

Ray Dalio first reported a position in IESC in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Ray Dalio held 22,161 shares of IES Holdings worth $10.6M as of Q1 2026.
Ray Dalio sold 975 IES Holdings shares in Q1 2026, an estimated $447K.
IES Holdings made up 0.05% of Ray Dalio's portfolio in Q1 2026, its #257 holding.
Ray Dalio first reported a position in IES Holdings in Q3 2025 and has held it in 3 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

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