S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Ray Dalio’s TROW Holdings & Trades

First Buy
Q2 2013
Duration Held
34 Quarters
Largest Add
Q3 2016
+97,200 Shares
Current Position
21,241 Shares
$2.17 M Value

Ray Dalio's TROW Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 21,241 shares of T. Rowe Price Group, Inc. (TROW) worth $2.17 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in TROW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 97,200 shares. Largest reduction occurred in Q2 2017, reducing 128,579 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's T Rowe Price Group (TROW) Holding Value Over Time

Track share changes against reported price movement

Quarterly T Rowe Price Group (TROW) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +61,138 Add 0.00% 61,138 $73.20
Q3 2013 -46,000 Reduce 75.24% 15,138 $71.94
Q4 2013 -11,700 Reduce 77.29% 3,438 $83.77
Q1 2014 +4,800 Add 139.62% 8,238 $82.30
Q2 2014 -8,238 Sold Out 0 $0.00
Q3 2014 +39,238 New Buy 39,238 $78.39
Q4 2014 -39,238 Sold Out 0 $0.00
Q2 2015 +13,100 New Buy 13,100 $77.71
Q3 2015 -13,100 Sold Out 0 $0.00
Q3 2016 +97,200 New Buy 97,200 $66.50
Q4 2016 +17,538 Add 18.04% 114,738 $75.26
Q1 2017 +17,119 Add 14.92% 131,857 $68.15
Q2 2017 -128,579 Reduce 97.51% 3,278 $74.13
Q3 2017 -3,278 Sold Out 0 $0.00
Q4 2019 +48,530 New Buy 48,530 $121.84
Q1 2020 -48,530 Sold Out 0 $0.00
Q4 2020 +32,837 New Buy 32,837 $151.38
Q1 2021 +35,118 Add 106.95% 67,955 $171.60
Q2 2021 +10,175 Add 14.97% 78,130 $197.96
Q3 2021 +17,870 Add 22.87% 96,000 $196.70
Q4 2021 -52,704 Reduce 54.90% 43,296 $196.65
Q1 2022 -7,017 Reduce 16.21% 36,279 $151.19
Q2 2022 -2,346 Reduce 6.47% 33,933 $113.61
Q3 2022 -33,933 Sold Out 0 $0.00
Q4 2022 +22,588 New Buy 22,588 $109.06
Q1 2023 -22,588 Sold Out 0 $0.00
Q3 2023 +3,225 New Buy 3,225 $104.87
Q4 2023 +347 Add 10.76% 3,572 $107.69
Q1 2024 -5 Reduce 0.14% 3,567 $121.92
Q2 2024 -1,791 Reduce 50.21% 1,776 $115.31
Q3 2024 +14,103 Add 794.09% 15,879 $108.93
Q4 2024 -11,045 Reduce 69.56% 4,834 $113.09
Q1 2025 -4,834 Sold Out 0 $0.00
Q4 2025 +21,241 New Buy 21,241 $102.38

Ray Dalio's T Rowe Price Group Investment FAQs

Ray Dalio first purchased T. Rowe Price Group, Inc. (TROW) in Q2 2013, acquiring 61,138 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 T. Rowe Price Group, Inc. (TROW) for 34 quarters since Q2 2013.

Ray Dalio's largest addition to T. Rowe Price Group, Inc. (TROW) was in Q3 2016, adding 97,200 shares worth $6.46 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 21,241 shares of T. Rowe Price Group, Inc. (TROW), valued at approximately $2.17 M.

As of the Q4 2025 filing, T. Rowe Price Group, Inc. (TROW) 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 T. Rowe Price Group, Inc. (TROW) was 131,857 shares, as reported at the end of Q1 2017.