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Ray Dalio's Invesco Ltd. (IVZ) position

Not anymore: Ray Dalio fully exited IVZ in Q1 2026. The position peaked at $4.4M in Q3 2021.
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Value at exit
$736K
Shares at exit
28K
Est. average buy price (i)
$20.76
Quarter-end price
$26.27

Estimated trade prices

Average price in quarters with purchases
$19.46
Average prices in quarters with sales
  • Q4 2025: $24.43 (18K shares sold)
  • Q1 2025: $17.07 (18K shares sold)
  • Q1 2022: $22.18 (29K shares sold)
  • Q4 2021: $24.34 (103K shares sold)

IVZ price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$10$15$20$25$30$3520222023202420252026Added 44K shares (31.2%) · Q3 2021. Average closing price $25.01 · Price range $23.42–$26.9544KsharespurchasedSold 103K shares (55.9%) · Q4 2021. Average closing price $24.34 · Price range $21.76–$26.53103KsharessoldSold 29K shares (36.1%) · Q1 2022. Average closing price $22.18 · Price range $18.64–$24.8929KsharessoldAdded 185 shares (0.4%) · Q2 2022. Average closing price $18.92 · Price range $15.93–$23.31185sharespurchasedNew position of 13K shares · Q2 2023. Average closing price $16.09 · Price range $14.38–$17.4713KsharespurchasedNew position of 40K shares · Q2 2024. Average closing price $15.38 · Price range $14.17–$16.9440KsharespurchasedNew position of 89K shares · Q4 2024. Average closing price $17.81 · Price range $16.78–$18.6389KsharespurchasedSold 18K shares (20.0%) · Q1 2025. Average closing price $17.07 · Price range $14.82–$19.3418KsharessoldNew position of 46K shares · Q3 2025. Average closing price $20.76 · Price range $16.17–$23.0046KsharespurchasedSold 18K shares (39.7%) · Q4 2025. Average closing price $24.43 · Price range $22.44–$27.3918Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$24.43
Price range · filing quarter
$22.44 – $27.39
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Exited −28K −$733K −100.0% 0 May 15, 2026
Q4 2025 Reduced −18K −$451K −39.7% 28K Feb 13, 2026
Q3 2025 New +46K +$965K – 46K Nov 13, 2025
Q1 2025 Reduced −18K −$303K −20.0% 71K May 14, 2025
Q4 2024 New +89K +$1.6M – 89K Feb 13, 2025
Q2 2024 New +40K +$609K – 40K Aug 14, 2024
Q2 2023 New +13K +$211K – 13K Aug 11, 2023
Q2 2022 Added +185 +$4K +0.4% 52K Aug 11, 2022
Q1 2022 Reduced −29K −$650K −36.1% 52K May 13, 2022
Q4 2021 Reduced −103K −$2.5M −55.9% 81K Feb 14, 2022
Q3 2021 Added +44K +$1.1M +31.2% 184K Nov 12, 2021
Q2 2021 Added +6K +$171K +4.7% 140K Aug 13, 2021
Q1 2021 First covered – – – 134K May 14, 2021
Data through Q1 2026 · filed May 15, 2026
13 grouped rows from 13 quarters

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Common questions

Does Ray Dalio own IVZ?

Not currently. Ray Dalio fully exited IVZ in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy IVZ?

Ray Dalio held IVZ since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Ray Dalio sell IVZ?

Yes. Ray Dalio reduced and then fully exited IVZ by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of IVZ does Ray Dalio own?

None as of the latest filing: Ray Dalio has exited IVZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for IVZ?

Ray Dalio's estimated average buy price for IVZ is $20.76, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.