Ray Dalio
MSTR icon

Ray Dalio’s Strategy Inc MSTR Stock Holding History

Ray Dalio’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$695K Sell
5,568
-4,426
-44% -$633K ﹤0.01% 844
2025
Q4 		$1.52M Hold
9,994
– – 0.01% 820
2025
Q3 		$3.22M Buy
9,994
+2,830
+40% +$1.05M 0.01% 599
2025
Q2 		$2.9M Buy
7,164
+950
+15% +$346K 0.01% 383
2025
Q1 		$1.79M Buy
+6,214
New +$1.97M 0.01% 467

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's MSTR Position: Q1 2026 in Review

Ray Dalio reduced its Strategy Inc (MSTR) stake by 44% in Q1 2026, selling an estimated $633K and leaving 5,568 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Ray Dalio first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Ray Dalio held 5,568 shares of Strategy Inc worth $695K as of Q1 2026.
  • Ray Dalio sold 4,426 Strategy Inc shares in Q1 2026, an estimated $633K.
  • Strategy Inc made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #844 holding.
  • Ray Dalio first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • Ray Dalio's Strategy Inc position peaked at $3.22M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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