Ray Dalio's IESC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 20,228 shares of IES Holdings, Inc. (IESC) worth $7.43 M, representing 0.03% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Ray Dalio has maintained this position in IESC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 11,564 shares. Largest reduction occurred in Q2 2026, reducing 24,094 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's IES Holdings (IESC) Holding Value Over Time
Track share changes against reported price movement
Quarterly IES Holdings (IESC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -24,094 | Reduce 54.36% | 20,228 | $367.33 |
| Q1 2026 | -1,950 | Reduce 4.21% | 44,322 | $238.24 |
| Q4 2025 | +11,564 | Add 33.32% | 46,272 | $194.51 |
| Q3 2025 | +17,354 | New Buy | 34,708 | $198.82 |
Ray Dalio's IES Holdings Investment FAQs
Ray Dalio first purchased IES Holdings, Inc. (IESC) in Q3 2025, acquiring 34,708 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 IES Holdings, Inc. (IESC) for 4 quarters since Q3 2025.
Ray Dalio's largest addition to IES Holdings, Inc. (IESC) was in Q3 2025, adding 34,708 shares worth $6.9 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 20,228 shares of IES Holdings, Inc. (IESC), valued at approximately $7.43 M.
As of the Q2 2026 filing, IES Holdings, Inc. (IESC) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in IES Holdings, Inc. (IESC) was 46,272 shares, as reported at the end of Q4 2025.