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Bridgewater Associates’s Equitable Holdings EQH Stock Holding History

Bridgewater Associates’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
261,023
-197,393
-43% -$8.25M 0.05% 313
2026
Q1 		$17M Sell
458,416
-87,825
-16% -$3.76M 0.08% 186
2025
Q4 		$26M Sell
546,241
-3,710
-0.7% -$176K 0.09% 160
2025
Q3 		$27.9M Buy
549,951
+516,302
+1,534% +$27.3M 0.11% 154
2025
Q2 		$1.89M Buy
33,649
+769
+2% +$39.5K 0.01% 425
2025
Q1 		$1.71M Buy
32,880
+7,926
+32% +$415K 0.01% 469
2024
Q4 		$1.18M Buy
24,954
+11,540
+86% +$533K 0.01% 489
2024
Q3 		$564K Buy
+13,414
New +$550K ﹤0.01% 675
2022
Q3 		– Sell
-31,290
Closed -$816K – 914
2022
Q2 		$816K Sell
31,290
-11,411
-27% -$331K ﹤0.01% 825
2022
Q1 		$1.32M Sell
42,701
-28,249
-40% -$931K 0.01% 762
2021
Q4 		$2.33M Sell
70,950
-94,285
-57% -$3.09M 0.01% 439
2021
Q3 		$4.9M Buy
165,235
+32,386
+24% +$980K 0.03% 293
2021
Q2 		$4.04M Sell
132,849
-1,945
-1% -$63.4K 0.03% 368
2021
Q1 		$4.4M Buy
134,794
+64,265
+91% +$1.85M 0.04% 229
2020
Q4 		$1.8M Buy
+70,529
New +$1.65M 0.02% 320
2020
Q1 		– Sell
-101,155
Closed -$2.51M – 468
2019
Q4 		$2.51M Buy
+101,155
New +$2.34M 0.03% 184

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bridgewater Associates's EQH Position: Q2 2026 in Review

Bridgewater Associates reduced its Equitable Holdings (EQH) stake by 43% in Q2 2026, selling an estimated $8.25M and leaving 261,023 shares worth $11.5M. The position accounts for 0.05% of the portfolio, ranked #313.

Bridgewater Associates first reported a position in EQH in Q4 2019 and has held it in 16 quarters since. The position peaked at $27.9M in Q3 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bridgewater Associates held 261,023 shares of Equitable Holdings worth $11.5M as of Q2 2026.
  • Bridgewater Associates sold 197,393 Equitable Holdings shares in Q2 2026, an estimated $8.25M.
  • Equitable Holdings made up 0.05% of Bridgewater Associates's portfolio in Q2 2026, its #313 holding.
  • Bridgewater Associates first reported a position in Equitable Holdings in Q4 2019 and has held it in 16 quarters since.
  • Bridgewater Associates's Equitable Holdings position peaked at $27.9M in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.