George Soros’s Equitable Holdings EQH Stock Holding History

George Soros’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
2025 Q3	–	Sell	-86,500	Closed	-$4.85M	–	200
2025 Q2	$4.85M	Buy	86,500 +49,000	+131%	+$2.52M	0.06%	165
2025 Q1	$1.95M	Buy	+37,500	New	+$1.96M	0.03%	190
2023 Q1	–	Sell	-279,046	Closed	-$8.01M	–	199
2022 Q4	$8.01M	Hold	279,046	–	–	0.11%	123
2022 Q3	$7.35M	Hold	279,046	–	–	0.13%	97
2022 Q2	$7.28M	Hold	279,046	–	–	0.13%	94
2022 Q1	$8.63M	Sell	279,046 -50,000	-15%	-$1.65M	0.13%	85
2021 Q4	$10.8M	Hold	329,046	–	–	0.15%	75
2021 Q3	$9.75M	Sell	329,046 -159,825	-33%	-$4.84M	0.18%	72
2021 Q2	$14.9M	Buy	488,871 +31,000	+7%	+$1.01M	0.25%	68
2021 Q1	$14.9M	Buy	457,871 +1,045	+0.2%	+$30.1K	0.28%	61
2020 Q4	$11.7M	Hold	456,826	–	–	0.22%	77
2020 Q3	$8.33M	Hold	456,826	–	–	0.2%	74
2020 Q2	$8.81M	Hold	456,826	–	–	0.2%	71
2020 Q1	$6.6M	Buy	456,826 +270,073	+145%	+$5.9M	0.33%	53
2019 Q4	$4.63M	Buy	+186,753	New	+$4.33M	0.15%	111

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

George Soros's EQH Position: Q3 2025 in Review

George Soros sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 86,500 shares — an estimated $4.85M sold.

George Soros first reported a position in EQH in Q4 2019 and held it in 15 quarters. The position peaked at $14.9M in Q1 2021. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

George Soros reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
George Soros sold 86,500 Equitable Holdings shares in Q3 2025, an estimated $4.85M.
George Soros first reported a position in Equitable Holdings in Q4 2019 and held it in 15 quarters.
George Soros's Equitable Holdings position peaked at $14.9M in Q1 2021.
562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Soros Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.