Ray Dalio
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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
Q2 		$23.8M Sell
71,078
-358,688
-83% -$114M 0.1% 175
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ray Dalio's VRT Position: Q2 2026 in Review

Ray Dalio reduced its Vertiv (VRT) stake by 83% in Q2 2026, selling an estimated $114M and leaving 71,078 shares worth $23.8M. The position accounts for 0.1% of the portfolio, ranked #175.

Ray Dalio first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $108M in Q1 2026. 2,063 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Ray Dalio held 71,078 shares of Vertiv worth $23.8M as of Q2 2026.
  • Ray Dalio sold 358,688 Vertiv shares in Q2 2026, an estimated $114M.
  • Vertiv made up 0.1% of Ray Dalio's portfolio in Q2 2026, its #175 holding.
  • Ray Dalio first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • Ray Dalio's Vertiv position peaked at $108M in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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