Ray Dalio’s AZN Holdings & Trades

First Buy
Q2 2021
Duration Held
18 Quarters
Largest Add
Q4 2024
+468,353 Shares
Current Position
462,859 Shares
$35.51 M Value

Ray Dalio's AZN Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 462,859 shares of AstraZeneca PLC (AZN) worth $35.51 M, representing 0.14% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in AZN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 468,353 shares. Largest reduction occurred in Q3 2025, reducing 158,045 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's AstraZeneca PLC (AZN) Holding Value Over Time

Track share changes against reported price movement

Quarterly AstraZeneca PLC (AZN) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2021 +91,336 New Buy 91,336 $59.90
Q3 2021 +12,897 Add 14.12% 104,233 $60.06
Q4 2021 -31,341 Reduce 30.07% 72,892 $58.25
Q1 2022 +3,694 Add 5.07% 76,586 $66.34
Q2 2022 -5,584 Reduce 7.29% 71,002 $66.07
Q3 2022 +8,789 Add 12.38% 79,791 $54.84
Q4 2022 +9,827 Add 12.32% 89,618 $67.80
Q1 2023 +7,994 Add 8.92% 97,612 $69.41
Q2 2023 +12,149 Add 12.45% 109,761 $71.57
Q3 2023 +4,048 Add 3.69% 113,809 $67.72
Q4 2023 +46,241 Add 40.63% 160,050 $67.35
Q1 2024 -60,788 Reduce 37.98% 99,262 $67.75
Q2 2024 +109,915 Add 110.73% 209,177 $77.99
Q3 2024 -4,069 Reduce 1.95% 205,108 $77.91
Q4 2024 +468,353 Add 228.34% 673,461 $65.52
Q1 2025 +17,639 Add 2.62% 691,100 $73.50
Q2 2025 -70,196 Reduce 10.16% 620,904 $69.88
Q3 2025 -158,045 Reduce 25.45% 462,859 $76.72

Ray Dalio's AstraZeneca PLC Investment FAQs

Ray Dalio first purchased AstraZeneca PLC (AZN) in Q2 2021, acquiring 91,336 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 AstraZeneca PLC (AZN) for 18 quarters since Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to AstraZeneca PLC (AZN) was in Q4 2024, adding 673,461 shares worth $44.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 462,859 shares of AstraZeneca PLC (AZN), valued at approximately $35.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, AstraZeneca PLC (AZN) represents approximately 0.14% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in AstraZeneca PLC (AZN) was 691,100 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.