Exited position

Ray Dalio’s Western Un Co (WU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2014Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.52MHighest verified quarter-end share count
Quarters reported42Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Western Un Co in Q1 2014. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Bridgewater Associates, LP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−107.17K shares · No shares reported at quarter-end
Q1 2026
Sold 88.8% of the position−853.99K shares · 107.17K shares remained
Filing context

Quarter-end price $8.73 · Estimated holding basis $10.01

Q4 2025
Bought 20.1% more+160.60K shares · 961.16K shares reported after the change
Filing context

Quarter-end price $9.31 · Estimated holding basis $10.01

Q3 2025
Bought 92.1% more+383.72K shares · 800.56K shares reported after the change
Filing context

Quarter-end price $7.99 · Estimated holding basis $10.15

Q2 2025
Sold 14.8% of the position−72.15K shares · 416.83K shares remained
Filing context

Quarter-end price $8.42 · Estimated holding basis $12.14

Q1 2025
Sold 3.7% of the position−18.65K shares · 488.99K shares remained
Filing context

Quarter-end price $10.58 · Estimated holding basis $12.14

Portfolio importance

How important was Western Un Co in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2026
Last reported rank#796of 993 reported positions
Peak portfolio weight0.2%Q4 2018
Best historical rank#37Q4 2015
At peak importanceQ4 2018
WU
0.2%
Largest holding
17.7%
Cross-investor discovery

Who else owns Western Un Co?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
WU0.0% of reported portfolio
Explore Western Un Co across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$9.162026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.