Ray Dalio’s MSCI MSCI Stock Holding History

Ray Dalio’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-971	Closed	-$557K	–	1151
2025 Q4	$557K	Buy	+971	New	+$545K	﹤0.01%	959
2022 Q3	–	Sell	-5,626	Closed	-$2.32M	–	967
2022 Q2	$2.32M	Buy	5,626 +999	+22%	+$435K	0.01%	649
2022 Q1	$2.33M	Buy	+4,627	New	+$2.4M	0.01%	648
2021 Q4	–	Sell	-1,516	Closed	-$922K	–	782
2021 Q3	$922K	Buy	+1,516	New	+$926K	0.01%	527
2019 Q1	–	Sell	-9,431	Closed	-$1.39M	–	435
2018 Q4	$1.39M	Buy	+9,431	New	+$1.44M	0.01%	294
2018 Q1	–	Sell	-12,130	Closed	-$1.53M	–	488
2017 Q4	$1.53M	Buy	+12,130	New	+$1.51M	0.01%	180
2014 Q3	–	Sell	-5,070	Closed	-$232K	–	405
2014 Q2	$232K	Hold	5,070	–	–	﹤0.01%	282
2014 Q1	$218K	Sell	5,070 -11,800	-70%	-$515K	﹤0.01%	324
2013 Q4	$738K	Buy	+16,870	New	+$710K	0.01%	267

Other funds holding MSCI

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ray Dalio's MSCI Position: Q1 2026 in Review

Ray Dalio sold out of MSCI (MSCI) in Q1 2026, closing a stake of 971 shares — an estimated $557K sold.

Ray Dalio first reported a position in MSCI in Q4 2013 and held it in 9 quarters. The position peaked at $2.33M in Q1 2022. 1,061 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Ray Dalio reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 971 MSCI shares in Q1 2026, an estimated $557K.
Ray Dalio first reported a position in MSCI in Q4 2013 and held it in 9 quarters.
Ray Dalio's MSCI position peaked at $2.33M in Q1 2022.
1,061 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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