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Ray Dalio’s WU Holdings & Trades

First Buy
Q1 2014
Duration Held
44 Quarters
Largest Add
Q4 2018
+822,601 Shares
Current Position
961,157 Shares
$8.95 M Value

Ray Dalio's WU Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 961,157 shares of The Western Union Company (WU) worth $8.95 M, representing 0.03% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in WU, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 822,601 shares. Largest reduction occurred in Q1 2019, reducing 868,470 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's The Western Union Company (WU) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Western Union Company (WU) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +160,601 Add 20.06% 961,157 $9.31
Q3 2025 +383,722 Add 92.06% 800,556 $7.99
Q2 2025 -72,153 Reduce 14.76% 416,834 $8.42
Q1 2025 -18,646 Reduce 3.67% 488,987 $10.58
Q4 2024 +134,223 Add 35.95% 507,633 $10.60
Q3 2024 +88,498 Add 31.06% 373,410 $11.93
Q2 2024 +191,599 Add 205.33% 284,912 $12.22
Q1 2024 -112,086 Reduce 54.57% 93,313 $13.98
Q4 2023 +11,152 Add 5.74% 205,399 $11.92
Q3 2023 +138,749 Add 250.01% 194,247 $13.18
Q2 2023 -30,417 Reduce 35.40% 55,498 $11.73
Q1 2023 -74,545 Reduce 46.46% 85,915 $11.15
Q4 2022 -12,825 Reduce 7.40% 160,460 $13.77
Q3 2022 +64,093 Add 58.70% 173,285 $13.50
Q2 2022 -70,406 Reduce 39.20% 109,192 $16.47
Q1 2022 +94,738 Add 111.64% 179,598 $18.74
Q4 2021 -6,036 Reduce 6.64% 84,860 $17.84
Q3 2021 +22,705 Add 33.30% 90,896 $20.22
Q2 2021 +68,191 New Buy 68,191 $22.96
Q2 2020 -12,755 Sold Out 0 $0.00
Q1 2020 +12,755 New Buy 12,755 $18.11
Q3 2019 -386,498 Sold Out 0 $0.00
Q2 2019 -269,154 Reduce 41.05% 386,498 $19.89
Q1 2019 -868,470 Reduce 56.98% 655,652 $18.47
Q4 2018 +822,601 Add 117.26% 1.52 M $17.06
Q3 2018 +406,786 Add 138.02% 701,521 $19.06
Q2 2018 -91,672 Reduce 23.72% 294,735 $20.33
Q1 2018 -298,415 Reduce 43.58% 386,407 $19.23
Q4 2017 -17,745 Reduce 2.53% 684,822 $19.01
Q3 2017 +511,522 Add 267.75% 702,567 $19.20
Q2 2017 +191,045 New Buy 191,045 $19.05
Q1 2017 -109,947 Sold Out 0 $0.00
Q4 2016 -131,453 Reduce 54.45% 109,947 $21.72
Q3 2016 -281,641 Reduce 53.85% 241,400 $20.82
Q2 2016 +147,700 Add 39.35% 523,041 $19.18
Q1 2016 -426,301 Reduce 53.18% 375,341 $19.29
Q4 2015 +207,453 Add 34.91% 801,642 $17.91
Q3 2015 +449,200 Add 309.82% 594,189 $18.36
Q2 2015 -473,800 Reduce 76.57% 144,989 $20.33
Q1 2015 -99,300 Reduce 13.83% 618,789 $20.81
Q4 2014 +42,700 Add 6.32% 718,089 $17.91
Q3 2014 +157,300 Add 30.36% 675,389 $16.04
Q2 2014 -59,411 Reduce 10.29% 518,089 $17.34
Q1 2014 +577,500 New Buy 577,500 $16.36

Ray Dalio's The Western Union Company Investment FAQs

Ray Dalio first purchased The Western Union Company (WU) in Q1 2014, acquiring 577,500 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 The Western Union Company (WU) for 44 quarters since Q1 2014.

Ray Dalio's largest addition to The Western Union Company (WU) was in Q4 2018, adding 1,524,122 shares worth $26 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 961,157 shares of The Western Union Company (WU), valued at approximately $8.95 M.

As of the Q4 2025 filing, The Western Union Company (WU) 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 The Western Union Company (WU) was 1,524,122 shares, as reported at the end of Q4 2018.