Ray Dalio's EQH Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 549,951 shares of Equitable Holdings, Inc. (EQH) worth $27.93 M, representing 0.11% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +70,529 | New Buy | 70,529 | $25.59 |
| Q1 2021 | +64,265 | Add 91.12% | 134,794 | $32.62 |
| Q2 2021 | -1,945 | Reduce 1.44% | 132,849 | $30.45 |
| Q3 2021 | +32,386 | Add 24.38% | 165,235 | $29.64 |
| Q4 2021 | -94,285 | Reduce 57.06% | 70,950 | $32.78 |
| Q1 2022 | -28,249 | Reduce 39.82% | 42,701 | $30.91 |
| Q2 2022 | -11,411 | Reduce 26.72% | 31,290 | $26.08 |
| Q3 2022 | -31,290 | Sold Out | 31,290 | $0.00 |
| Q3 2024 | +13,414 | New Buy | 13,414 | $42.03 |
| Q4 2024 | +11,540 | Add 86.03% | 24,954 | $47.17 |
| Q1 2025 | +7,926 | Add 31.76% | 32,880 | $52.09 |
| Q2 2025 | +769 | Add 2.34% | 33,649 | $56.10 |
| Q3 2025 | +516,302 | Add 1534.38% | 549,951 | $50.78 |
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 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Equitable Holdings, Inc. (EQH) was in Q3 2025, adding 549,951 shares worth $27.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 549,951 shares of Equitable Holdings, Inc. (EQH), valued at approximately $27.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Equitable Holdings, Inc. (EQH) represents approximately 0.11% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Equitable Holdings, Inc. (EQH) was 549,951 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.