Able Wealth Management’s Equitable Holdings EQH Stock Holding History

Able Wealth Management’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 Q3	$221K	Buy	+4,088	New	+$206K	0.05%	166

Other funds holding EQH

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Able Wealth Management's EQH Position: Q3 2026 in Review

Able Wealth Management opened a new position in Equitable Holdings (EQH) in Q3 2026: 4,088 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings.

102 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Able Wealth Management held 4,088 shares of Equitable Holdings worth $221K as of Q3 2026.
Equitable Holdings was a new Able Wealth Management position in Q3 2026.
Equitable Holdings made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #166 holding.
102 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.