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
Q2 		$3.61M Sell
204,899
-24,507
-11% -$394K 0.01% 548
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ray Dalio's NWG Position: Q2 2026 in Review

Ray Dalio reduced its NatWest (NWG) stake by 11% in Q2 2026, selling an estimated $394K and leaving 204,899 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #548.

Ray Dalio first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12M in Q4 2025. 427 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Ray Dalio held 204,899 shares of NatWest worth $3.61M as of Q2 2026.
  • Ray Dalio sold 24,507 NatWest shares in Q2 2026, an estimated $394K.
  • NatWest made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #548 holding.
  • Ray Dalio first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
  • Ray Dalio's NatWest position peaked at $9.12M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

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