Current Value of Holding

$3.16M

Shares

14.8k

% of Portfolio

0.01%

Average Buy Price

$168

Avg closing price
Price range

51 Ray Dalio Morgan Stanley Trades

Ray Dalio's position in Morgan Stanley is currently worth $3.16M. That's 0.01% of their equity portfolio (540th largest holding). The first Morgan Stanley trade was made in Q4 2005. Since then Ray Dalio bought shares 27 more times and sold shares on 23 occasions. The stake costed the investor $2.48M, netting the investor a gain of 28% so far.

Avg closing price
Price range
Increased shares by 11.1% (+1.48k shares) Q1 2026
Avg closing price $175.70
Price range $154.37 - $191.23
New holding (+13.3k shares) Q4 2025
Avg closing price $166.82
Price range $151.86 - $181.87
Sold -169k shares Q4 2024
Avg closing price $123.47
Price range $104.42 - $134.98
Increased shares by 7285.8% (+167k shares) Q3 2024
Avg closing price $100.74
Price range $92.07 - $106.96
Sold 19.4% shares (-553 shares) Q2 2024
Avg closing price $95.19
Price range $86.19 - $101.53
Sold 36.5% shares (-1.64k shares) Q1 2024
Avg closing price $88.06
Price range $83.90 - $94.16
Increased shares by 40.0% (+1.28k shares) Q4 2023
Avg closing price $80.00
Price range $70.40 - $93.66
New holding (+3.2k shares) Q3 2023
Avg closing price $86.65
Price range $81.65 - $94.67
Sold -62.5k shares Q1 2023
Avg closing price $93.33
Price range $83.95 - $100.83
New holding (+62.5k shares) Q4 2022
Avg closing price $85.23
Price range $75.30 - $93.07
Sold -365k shares Q3 2022
Avg closing price $84.29
Price range $74.69 - $92.02
Increased shares by 16.0% (+50.5k shares) Q2 2022
Avg closing price $81.91
Price range $72.90 - $90.61
Sold 1.5% shares (-4.83k shares) Q1 2022
Avg closing price $96.48
Price range $83.31 - $108.73
Sold 57.5% shares (-431k shares) Q4 2021
Avg closing price $99.61
Price range $94.82 - $104.66
Increased shares by 26.6% (+158k shares) Q3 2021
Avg closing price $99.08
Price range $87.64 - $105.45
Increased shares by 11.4% (+60.8k shares) Q2 2021
Avg closing price $85.75
Price range $77.29 - $93.96
Increased shares by 83.9% (+243k shares) Q1 2021
Avg closing price $76.64
Price range $67.05 - $84.34
New holding (+290k shares) Q4 2020
Avg closing price $57.38
Price range $47.26 - $68.53
Sold -336k shares Q1 2020
Avg closing price $47.10
Price range $27.81 - $57.51
New holding (+336k shares) Q4 2019
Avg closing price $47.33
Price range $39.82 - $51.12

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