Ray Dalio's UPS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 38,507 shares of United Parcel Service, Inc. (UPS) worth $3.82 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in UPS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 128,914 shares. Largest reduction occurred in Q4 2014, reducing 149,364 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's United Parcel Service (UPS) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Parcel Service (UPS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +38,507 | New Buy | 38,507 | $99.19 |
| Q3 2023 | -7,975 | Sold Out | 0 | $0.00 |
| Q2 2023 | -109,401 | Reduce 93.21% | 7,975 | $179.25 |
| Q1 2023 | +117,376 | New Buy | 117,376 | $193.99 |
| Q4 2022 | -2,419 | Sold Out | 0 | $0.00 |
| Q3 2022 | -66,148 | Reduce 96.47% | 2,419 | $161.64 |
| Q2 2022 | +66,750 | Add 3673.64% | 68,567 | $182.54 |
| Q1 2022 | +1,817 | New Buy | 1,817 | $214.64 |
| Q2 2021 | -8,501 | Sold Out | 0 | $0.00 |
| Q1 2021 | -115,754 | Reduce 93.16% | 8,501 | $169.98 |
| Q4 2020 | -2,607 | Reduce 2.05% | 124,255 | $168.40 |
| Q3 2020 | +71,001 | Add 127.10% | 126,862 | $166.63 |
| Q2 2020 | +55,861 | New Buy | 55,861 | $111.19 |
| Q1 2020 | -75,872 | Sold Out | 0 | $0.00 |
| Q4 2019 | +75,872 | New Buy | 75,872 | $117.07 |
| Q3 2019 | -80,700 | Sold Out | 0 | $0.00 |
| Q2 2019 | +80,700 | New Buy | 80,700 | $103.27 |
| Q3 2018 | -78,480 | Sold Out | 0 | $0.00 |
| Q2 2018 | +78,480 | New Buy | 78,480 | $106.23 |
| Q3 2017 | -3,087 | Sold Out | 0 | $0.00 |
| Q2 2017 | -125,827 | Reduce 97.61% | 3,087 | $110.46 |
| Q1 2017 | +128,914 | New Buy | 128,914 | $107.30 |
| Q4 2016 | -118,100 | Sold Out | 0 | $0.00 |
| Q3 2016 | +118,100 | New Buy | 118,100 | $109.36 |
| Q2 2016 | -26,533 | Sold Out | 0 | $0.00 |
| Q1 2016 | +26,533 | New Buy | 26,533 | $105.45 |
| Q4 2014 | -149,364 | Sold Out | 0 | $0.00 |
| Q3 2014 | +149,364 | New Buy | 149,364 | $98.29 |
Ray Dalio's United Parcel Service Investment FAQs
Ray Dalio first purchased United Parcel Service, Inc. (UPS) in Q3 2014, acquiring 149,364 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 United Parcel Service, Inc. (UPS) for 28 quarters since Q3 2014.
Ray Dalio's largest addition to United Parcel Service, Inc. (UPS) was in Q3 2014, adding 149,364 shares worth $14.68 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 38,507 shares of United Parcel Service, Inc. (UPS), valued at approximately $3.82 M.
As of the Q4 2025 filing, United Parcel Service, Inc. (UPS) 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 United Parcel Service, Inc. (UPS) was 149,364 shares, as reported at the end of Q3 2014.