Ray Dalio's IEX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 9,459 shares of IDEX Corporation (IEX) worth $1.54 M, representing 0.01% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in IEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 24,428 shares. Largest reduction occurred in Q3 2021, reducing 20,688 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +3,063 | New Buy | 3,063 | $71.17 |
| Q4 2015 | -3,063 | Sold Out | 0 | $0.00 |
| Q2 2017 | +2,090 | New Buy | 2,090 | $112.92 |
| Q3 2017 | -2,090 | Sold Out | 0 | $0.00 |
| Q1 2018 | +5,881 | New Buy | 5,881 | $142.49 |
| Q2 2018 | +4,637 | Add 78.85% | 10,518 | $136.43 |
| Q3 2018 | -10,518 | Sold Out | 0 | $0.00 |
| Q4 2018 | +6,843 | New Buy | 6,843 | $126.26 |
| Q1 2019 | -6,843 | Sold Out | 0 | $0.00 |
| Q4 2019 | +3,159 | New Buy | 3,159 | $171.89 |
| Q1 2020 | -3,159 | Sold Out | 0 | $0.00 |
| Q3 2020 | +5,545 | New Buy | 5,545 | $182.33 |
| Q4 2020 | +2,107 | Add 38.00% | 7,652 | $199.16 |
| Q1 2021 | -7,652 | Sold Out | 0 | $0.00 |
| Q2 2021 | +20,688 | New Buy | 20,688 | $220.03 |
| Q3 2021 | -20,688 | Sold Out | 0 | $0.00 |
| Q1 2022 | +24,428 | New Buy | 24,428 | $191.75 |
| Q2 2022 | -18,937 | Reduce 77.52% | 5,491 | $181.57 |
| Q3 2022 | -5,491 | Sold Out | 0 | $0.00 |
| Q2 2024 | +1,481 | New Buy | 1,481 | $201.20 |
| Q3 2024 | -1,481 | Sold Out | 1,481 | $201.20 |
| Q3 2025 | +9,459 | New Buy | 9,459 | $162.76 |
Ray Dalio's IDEX Corporation Investment FAQs
Ray Dalio first purchased IDEX Corporation (IEX) in Q3 2015, acquiring 3,063 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 IDEX Corporation (IEX) for 25 quarters since Q3 2015.
Ray Dalio's largest addition to IDEX Corporation (IEX) was in Q1 2022, adding 24,428 shares worth $4.68 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 9,459 shares of IDEX Corporation (IEX), valued at approximately $1.54 M.
As of the Q3 2025 filing, IDEX Corporation (IEX) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in IDEX Corporation (IEX) was 24,428 shares, as reported at the end of Q1 2022.