Action Point Financial Planning’s Equitable Holdings EQH Stock Holding History

Action Point Financial Planning’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 Q2	$7.11K	Buy	+164	New	+$6.86K	﹤0.01%	1627

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Action Point Financial Planning's EQH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Equitable Holdings (EQH) in Q2 2026: 164 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings.

479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Action Point Financial Planning held 164 shares of Equitable Holdings worth $7.11K as of Q2 2026.
Equitable Holdings was a new Action Point Financial Planning position in Q2 2026.
Equitable Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1627 holding.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.