Ray Dalio's WU Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 800,556 shares of The Western Union Company (WU) worth $6.4 M, representing 0.03% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +577,500 | New Buy | 577,500 | $16.36 |
| Q2 2014 | -59,411 | Reduce 10.29% | 518,089 | $17.34 |
| Q3 2014 | +157,300 | Add 30.36% | 675,389 | $16.04 |
| Q4 2014 | +42,700 | Add 6.32% | 718,089 | $17.91 |
| Q1 2015 | -99,300 | Reduce 13.83% | 618,789 | $20.81 |
| Q2 2015 | -473,800 | Reduce 76.57% | 144,989 | $20.33 |
| Q3 2015 | +449,200 | Add 309.82% | 594,189 | $18.36 |
| Q4 2015 | +207,453 | Add 34.91% | 801,642 | $17.91 |
| Q1 2016 | -426,301 | Reduce 53.18% | 375,341 | $19.29 |
| Q2 2016 | +147,700 | Add 39.35% | 523,041 | $19.18 |
| Q3 2016 | -281,641 | Reduce 53.85% | 241,400 | $20.82 |
| Q4 2016 | -131,453 | Reduce 54.45% | 109,947 | $21.72 |
| Q1 2017 | -109,947 | Sold Out | 109,947 | $0.00 |
| Q2 2017 | +191,045 | New Buy | 191,045 | $19.05 |
| Q3 2017 | +511,522 | Add 267.75% | 702,567 | $19.20 |
| Q4 2017 | -17,745 | Reduce 2.53% | 684,822 | $19.01 |
| Q1 2018 | -298,415 | Reduce 43.58% | 386,407 | $19.23 |
| Q2 2018 | -91,672 | Reduce 23.72% | 294,735 | $20.33 |
| Q3 2018 | +406,786 | Add 138.02% | 701,521 | $19.06 |
| Q4 2018 | +822,601 | Add 117.26% | 1.52 M | $17.06 |
| Q1 2019 | -868,470 | Reduce 56.98% | 655,652 | $18.47 |
| Q2 2019 | -269,154 | Reduce 41.05% | 386,498 | $19.89 |
| Q3 2019 | -386,498 | Sold Out | 386,498 | $0.00 |
| Q1 2020 | +12,755 | New Buy | 12,755 | $18.11 |
| Q2 2020 | -12,755 | Sold Out | 12,755 | $0.00 |
| Q2 2021 | +68,191 | New Buy | 68,191 | $22.96 |
| Q3 2021 | +22,705 | Add 33.30% | 90,896 | $20.22 |
| Q4 2021 | -6,036 | Reduce 6.64% | 84,860 | $17.84 |
| Q1 2022 | +94,738 | Add 111.64% | 179,598 | $18.74 |
| Q2 2022 | -70,406 | Reduce 39.20% | 109,192 | $16.47 |
| Q3 2022 | +64,093 | Add 58.70% | 173,285 | $13.50 |
| Q4 2022 | -12,825 | Reduce 7.40% | 160,460 | $13.77 |
| Q1 2023 | -74,545 | Reduce 46.46% | 85,915 | $11.15 |
| Q2 2023 | -30,417 | Reduce 35.40% | 55,498 | $11.73 |
| Q3 2023 | +138,749 | Add 250.01% | 194,247 | $13.18 |
| Q4 2023 | +11,152 | Add 5.74% | 205,399 | $11.92 |
| Q1 2024 | -112,086 | Reduce 54.57% | 93,313 | $13.98 |
| Q2 2024 | +191,599 | Add 205.33% | 284,912 | $12.22 |
| Q3 2024 | +88,498 | Add 31.06% | 373,410 | $11.93 |
| Q4 2024 | +134,223 | Add 35.95% | 507,633 | $10.60 |
| Q1 2025 | -18,646 | Reduce 3.67% | 488,987 | $10.58 |
| Q2 2025 | -72,153 | Reduce 14.76% | 416,834 | $8.42 |
| Q3 2025 | +383,722 | Add 92.06% | 800,556 | $7.99 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Western Union Company (WU) was in Q4 2018, adding 1,524,122 shares worth $26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 800,556 shares of The Western Union Company (WU), valued at approximately $6.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Western Union Company (WU) was 1,524,122 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.