Exited position

George Soros’s Equitable Hldgs Inc (EQH) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares488.87KHighest verified quarter-end share count
Quarters reported14Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Equitable Hldgs Inc in Q1 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Soros Fund Management sold the entire position in Q3 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2025
Sold the entire position−86.50K shares · No shares reported at quarter-end
Q2 2025
Bought 130.7% more+49.00K shares · 86.50K shares reported after the change
Filing context

Quarter-end price $56.10 · Estimated holding basis $54.36

Q1 2025
New position+37.50K shares · 37.50K shares reported
Filing context

Quarter-end price $52.09 · Estimated holding basis $52.09

Q1 2023
Sold the entire position−279.05K shares · No shares reported at quarter-end
Q1 2022
Sold 15.2% of the position−50.00K shares · 279.05K shares remained
Filing context

Quarter-end price $30.91 · Estimated holding basis $15.50

Q3 2021
Sold 32.7% of the position−159.83K shares · 329.05K shares remained
Filing context

Quarter-end price $29.64 · Estimated holding basis $15.50

7 unchanged quarters are collapsed by default.

Portfolio importance

How important was Equitable Hldgs Inc in Soros Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q2 2025
Last reported rank#136of 172 reported positions
Peak portfolio weight0.3%Q1 2020
Best historical rank#52Q1 2020
At peak importanceQ1 2020
EQH
0.3%
Largest holding
29.8%
Cross-investor discovery

Who else owns Equitable Hldgs Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
EQH0.0% of reported portfolio
Explore Equitable Hldgs Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$53.882026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.