LA
EQH icon

Lee Ainslie’s Equitable Holdings EQH Stock Holding History

Lee Ainslie’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
-14,185
Closed -$796K – 246
2025
Q2 		$796K Hold
14,185
– – 0.01% 189
2025
Q1 		$739K Buy
14,185
+6,476
+84% +$339K 0.01% 162
2024
Q4 		$364K Sell
7,709
-33,391
-81% -$1.54M 0.01% 160
2024
Q3 		$1.73M Buy
41,100
+4,260
+12% +$175K 0.03% 141
2024
Q2 		$1.51M Buy
36,840
+25,678
+230% +$1.01M 0.03% 160
2024
Q1 		$424K Buy
11,162
+4,058
+57% +$138K 0.01% 260
2023
Q4 		$237K Buy
+7,104
New +$208K ﹤0.01% 317
2023
Q3 		– Sell
-14,525
Closed -$394K – 377
2023
Q2 		$394K Sell
14,525
-1,383
-9% -$35K 0.01% 291
2023
Q1 		$404K Buy
15,908
+2,200
+16% +$64.9K 0.01% 345
2022
Q4 		$393K Buy
+13,708
New +$406K 0.01% 225
2020
Q3 		– Sell
-30,677
Closed -$592K – 610
2020
Q2 		$592K Buy
+30,677
New +$548K 0.01% 423

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Ainslie's EQH Position: Q3 2025 in Review

Lee Ainslie sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 14,185 shares — an estimated $796K sold.

Lee Ainslie first reported a position in EQH in Q2 2020 and held it in 11 quarters. The position peaked at $1.73M in Q3 2024. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Lee Ainslie reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 14,185 Equitable Holdings shares in Q3 2025, an estimated $796K.
  • Lee Ainslie first reported a position in Equitable Holdings in Q2 2020 and held it in 11 quarters.
  • Lee Ainslie's Equitable Holdings position peaked at $1.73M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.