Ray Dalio
VRT icon

Ray Dalio’s Vertiv VRT Stock Holding History

Ray Dalio’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108M Sell
429,766
-833
-0.2% -$185K 0.48% 36
2025
Q4 		$69.8M Buy
430,599
+180,185
+72% +$31.3M 0.25% 66
2025
Q3 		$37.8M Buy
250,414
+164,398
+191% +$21.9M 0.15% 113
2025
Q2 		$11M Sell
86,016
-824,340
-91% -$80.2M 0.04% 241
2025
Q1 		$65.7M Buy
910,356
+706,726
+347% +$75.2M 0.3% 74
2024
Q4 		$23.1M Sell
203,630
-122,465
-38% -$14.5M 0.11% 149
2024
Q3 		$32.4M Buy
326,095
+278,874
+591% +$23.1M 0.18% 106
2024
Q2 		$4.09M Sell
47,221
-60,217
-56% -$5.48M 0.02% 393
2024
Q1 		$8.77M Buy
107,438
+96,731
+903% +$6.08M 0.04% 283
2023
Q4 		$514K Sell
10,707
-50,268
-82% -$2.14M ﹤0.01% 701
2023
Q3 		$2.27M Buy
+60,975
New +$2.01M 0.01% 485

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ray Dalio's VRT Position: Q1 2026 in Review

Ray Dalio reduced its Vertiv (VRT) stake by 0.19% in Q1 2026, selling an estimated $185K and leaving 429,766 shares worth $108M. The position accounts for 0.48% of the portfolio, ranked #36.

Ray Dalio first reported a position in VRT in Q3 2023 and has held it in 11 quarters since. 1,830 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Ray Dalio held 429,766 shares of Vertiv worth $108M as of Q1 2026.
  • Ray Dalio sold 833 Vertiv shares in Q1 2026, an estimated $185K.
  • Vertiv made up 0.48% of Ray Dalio's portfolio in Q1 2026, its #36 holding.
  • Ray Dalio first reported a position in Vertiv in Q3 2023 and has held it in 11 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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