Ray Dalio
NWG icon

Ray Dalio’s NatWest NWG Stock Holding History

Ray Dalio’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.42M Sell
229,406
-291,681
-56% -$4.85M 0.02% 511
2025
Q4 		$9.12M Sell
521,087
-23,565
-4% -$374K 0.03% 379
2025
Q3 		$7.71M Buy
544,652
+487,819
+858% +$6.88M 0.03% 386
2025
Q2 		$804K Buy
56,833
+29,975
+112% +$396K ﹤0.01% 487
2025
Q1 		$320K Sell
26,858
-35,035
-57% -$393K ﹤0.01% 604
2024
Q4 		$629K Buy
+61,893
New +$613K ﹤0.01% 556

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ray Dalio's NWG Position: Q1 2026 in Review

Ray Dalio reduced its NatWest (NWG) stake by 56% in Q1 2026, selling an estimated $4.85M and leaving 229,406 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #511.

Ray Dalio first reported a position in NWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.12M in Q4 2025. 409 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Ray Dalio held 229,406 shares of NatWest worth $3.42M as of Q1 2026.
  • Ray Dalio sold 291,681 NatWest shares in Q1 2026, an estimated $4.85M.
  • NatWest made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #511 holding.
  • Ray Dalio first reported a position in NatWest in Q4 2024 and has held it in 6 quarters since.
  • Ray Dalio's NatWest position peaked at $9.12M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

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