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 Q2	$9.8M	Buy	+17,418	New	+$10.2M	0.04%	338
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	-$1.54M	–	488
2017 Q4	$1.54M	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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Ray Dalio's MSCI Position: Q2 2026 in Review

Ray Dalio opened a new position in MSCI (MSCI) in Q2 2026: 17,418 shares worth $9.8M. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Ray Dalio previously reported a position in MSCI as recently as Q4 2025.

Ray Dalio first reported a position in MSCI in Q4 2013 and has held it in 10 quarters since. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Ray Dalio held 17,418 shares of MSCI worth $9.8M as of Q2 2026.
MSCI was a new Ray Dalio position in Q2 2026.
MSCI made up 0.04% of Ray Dalio's portfolio in Q2 2026, its #338 holding.
Ray Dalio first reported a position in MSCI in Q4 2013 and has held it in 10 quarters since.
1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.