Ray Dalio
IEX icon

Ray Dalio’s IDEX IEX Stock Holding History

Ray Dalio’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,459
Closed -$1.54M – 1118
2025
Q3 		$1.54M Buy
+9,459
New +$1.6M 0.01% 784
2024
Q3 		– Sell
-1,481
Closed -$298K – 845
2024
Q2 		$298K Buy
+1,481
New +$324K ﹤0.01% 821
2022
Q3 		– Sell
-5,491
Closed -$997K – 933
2022
Q2 		$997K Sell
5,491
-18,937
-78% -$3.57M ﹤0.01% 790
2022
Q1 		$4.68M Buy
+24,428
New +$4.96M 0.02% 489
2021
Q3 		– Sell
-20,688
Closed -$4.55M – 737
2021
Q2 		$4.55M Buy
+20,688
New +$4.57M 0.03% 349
2021
Q1 		– Sell
-7,652
Closed -$1.52M – 526
2020
Q4 		$1.52M Buy
7,652
+2,107
+38% +$401K 0.01% 338
2020
Q3 		$1.01M Buy
+5,545
New +$960K 0.01% 340
2020
Q1 		– Sell
-3,159
Closed -$543K – 498
2019
Q4 		$543K Buy
+3,159
New +$511K 0.01% 406
2019
Q1 		– Sell
-6,843
Closed -$864K – 404
2018
Q4 		$864K Buy
+6,843
New +$916K 0.01% 350
2018
Q3 		– Sell
-10,518
Closed -$1.44M – 416
2018
Q2 		$1.44M Buy
10,518
+4,637
+79% +$648K 0.01% 222
2018
Q1 		$838K Buy
+5,881
New +$821K 0.01% 299
2017
Q3 		– Sell
-2,090
Closed -$236K – 334
2017
Q2 		$236K Buy
+2,090
New +$220K ﹤0.01% 324
2015
Q4 		– Sell
-3,063
Closed -$218K – 343
2015
Q3 		$218K Buy
+3,063
New +$226K ﹤0.01% 418

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Ray Dalio's IEX Position: Q4 2025 in Review

Ray Dalio sold out of IDEX (IEX) in Q4 2025, closing a stake of 9,459 shares — an estimated $1.54M sold.

Ray Dalio first reported a position in IEX in Q3 2015 and held it in 13 quarters. The position peaked at $4.68M in Q1 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Ray Dalio reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 9,459 IDEX shares in Q4 2025, an estimated $1.54M.
  • Ray Dalio first reported a position in IDEX in Q3 2015 and held it in 13 quarters.
  • Ray Dalio's IDEX position peaked at $4.68M in Q1 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.