Ray Dalio's AEIS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 2,803 shares of Advanced Energy Industries, Inc. (AEIS) worth $904,556, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ray Dalio has maintained this position in AEIS for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q4 2025, reducing 4,624 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Advanced Energy Industries (AEIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Energy Industries (AEIS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -2,046 | Reduce 42.19% | 2,803 | $322.71 |
| Q4 2025 | -4,624 | Reduce 48.81% | 4,849 | $209.37 |
| Q3 2025 | +9,473 | New Buy | 9,473 | $170.14 |
Ray Dalio's Advanced Energy Industries Investment FAQs
Ray Dalio first purchased Advanced Energy Industries, Inc. (AEIS) in Q3 2025, acquiring 9,473 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Advanced Energy Industries, Inc. (AEIS) for 3 quarters since Q3 2025.
Ray Dalio's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q3 2025, adding 9,473 shares worth $1.61 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,803 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $904,556.
As of the Q1 2026 filing, Advanced Energy Industries, Inc. (AEIS) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Advanced Energy Industries, Inc. (AEIS) was 9,473 shares, as reported at the end of Q3 2025.