Ray Dalio's EQH Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 546,241 shares of Equitable Holdings, Inc. (EQH) worth $26.03 M, representing 0.09% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EQH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 516,302 shares. Largest reduction occurred in Q4 2021, reducing 94,285 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Equitable Holdings (EQH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equitable Holdings (EQH) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3,710 | Reduce 0.67% | 546,241 | $47.65 |
| Q3 2025 | +516,302 | Add 1534.38% | 549,951 | $50.78 |
| Q2 2025 | +769 | Add 2.34% | 33,649 | $56.10 |
| Q1 2025 | +7,926 | Add 31.76% | 32,880 | $52.09 |
| Q4 2024 | +11,540 | Add 86.03% | 24,954 | $47.17 |
| Q3 2024 | +13,414 | New Buy | 13,414 | $42.03 |
| Q3 2022 | -31,290 | Sold Out | 0 | $0.00 |
| Q2 2022 | -11,411 | Reduce 26.72% | 31,290 | $26.08 |
| Q1 2022 | -28,249 | Reduce 39.82% | 42,701 | $30.91 |
| Q4 2021 | -94,285 | Reduce 57.06% | 70,950 | $32.78 |
| Q3 2021 | +32,386 | Add 24.38% | 165,235 | $29.64 |
| Q2 2021 | -1,945 | Reduce 1.44% | 132,849 | $30.45 |
| Q1 2021 | +64,265 | Add 91.12% | 134,794 | $32.62 |
| Q4 2020 | +70,529 | New Buy | 70,529 | $25.59 |
Ray Dalio's Equitable Holdings Investment FAQs
Ray Dalio first purchased Equitable Holdings, Inc. (EQH) in Q4 2020, acquiring 70,529 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Equitable Holdings, Inc. (EQH) for 14 quarters since Q4 2020.
Ray Dalio's largest addition to Equitable Holdings, Inc. (EQH) was in Q3 2025, adding 549,951 shares worth $27.93 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 546,241 shares of Equitable Holdings, Inc. (EQH), valued at approximately $26.03 M.
As of the Q4 2025 filing, Equitable Holdings, Inc. (EQH) represents approximately 0.09% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Equitable Holdings, Inc. (EQH) was 549,951 shares, as reported at the end of Q3 2025.