Ray Dalio
EQH icon

Ray Dalio’s Equitable Holdings EQH Stock Holding History

Ray Dalio’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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's EQH Position: Q1 2026 in Review

Ray Dalio reduced its Equitable Holdings (EQH) stake by 16% in Q1 2026, selling an estimated $3.76M and leaving 458,416 shares worth $17M. The position accounts for 0.08% of the portfolio, ranked #186.

Ray Dalio first reported a position in EQH in Q4 2019 and has held it in 15 quarters since. The position peaked at $27.9M in Q3 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Ray Dalio held 458,416 shares of Equitable Holdings worth $17M as of Q1 2026.
  • Ray Dalio sold 87,825 Equitable Holdings shares in Q1 2026, an estimated $3.76M.
  • Equitable Holdings made up 0.08% of Ray Dalio's portfolio in Q1 2026, its #186 holding.
  • Ray Dalio first reported a position in Equitable Holdings in Q4 2019 and has held it in 15 quarters since.
  • Ray Dalio's Equitable Holdings position peaked at $27.9M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.