Ray Dalio
XYZ

Ray Dalio’s Block Inc XYZ Stock Holding History

Ray Dalio’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.47M Sell
140,703
-1,189,450
-89% -$72.3M 0.04% 297
2025
Q4 		$86.6M Buy
1,330,153
+1,204,772
+961% +$83.1M 0.32% 49
2025
Q3 		$9.06M Sell
125,381
-1,611,602
-93% -$121M 0.04% 346
2025
Q2 		$118M Sell
1,736,983
-254,048
-13% -$14.8M 0.48% 47
2025
Q1 		$108M Buy
1,991,031
+761,025
+62% +$56.8M 0.5% 47
2024
Q4 		$105M Buy
1,230,006
+834,309
+211% +$68.4M 0.48% 40
2024
Q3 		$26.6M Buy
395,697
+378,157
+2,156% +$24.4M 0.15% 129
2024
Q2 		$1.13M Hold
17,540
– – 0.01% 639
2024
Q1 		$1.48M Hold
17,540
– – 0.01% 535
2023
Q4 		$1.36M Hold
17,540
– – 0.01% 590
2023
Q3 		$776K Sell
17,540
-38,058
-68% -$2.36M ﹤0.01% 647
2023
Q2 		$3.7M Sell
55,598
-234,130
-81% -$14.6M 0.02% 362
2023
Q1 		$19.9M Sell
289,728
-581,390
-67% -$43.5M 0.12% 139
2022
Q4 		$54.7M Buy
871,118
+385,500
+79% +$23.8M 0.3% 72
2022
Q3 		$26.7M Buy
485,618
+412,043
+560% +$29.2M 0.14% 127
2022
Q2 		$4.52M Buy
73,575
+71,120
+2,897% +$6.5M 0.02% 510
2022
Q1 		$333K Buy
+2,455
New +$297K ﹤0.01% 929

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ray Dalio's XYZ Position: Q1 2026 in Review

Ray Dalio reduced its Block Inc (XYZ) stake by 89% in Q1 2026, selling an estimated $72.3M and leaving 140,703 shares worth $8.47M. The position accounts for 0.04% of the portfolio, ranked #297.

Ray Dalio first reported a position in XYZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $118M in Q2 2025. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Ray Dalio held 140,703 shares of Block Inc worth $8.47M as of Q1 2026.
  • Ray Dalio sold 1,189,450 Block Inc shares in Q1 2026, an estimated $72.3M.
  • Block Inc made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #297 holding.
  • Ray Dalio first reported a position in Block Inc in Q1 2022 and has held it in 17 quarters since.
  • Ray Dalio's Block Inc position peaked at $118M in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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