Adage Capital Partners’s Equitable Holdings EQH Stock Holding History

Adage Capital Partners’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	$50.5M	Buy	1,150,000 +850,000	+283%	+$35.5M	0.07%	279
2026 Q1	$11.1M	Buy	+300,000	New	+$12.9M	0.02%	665
2025 Q1	–	Sell	-125,000	Closed	-$5.9M	–	873
2024 Q4	$5.9M	Buy	125,000 +25,000	+25%	+$1.15M	0.01%	695
2024 Q3	$4.2M	Sell	100,000 -30,000	-23%	-$1.23M	0.01%	733
2024 Q2	$5.31M	Buy	+130,000	New	+$5.09M	0.01%	707
2023 Q3	–	Sell	-1,500,000	Closed	-$40.7M	–	890
2023 Q2	$40.7M	Buy	+1,500,000	New	+$38M	0.09%	235
2022 Q3	–	Sell	-500,000	Closed	-$13M	–	1066
2022 Q2	$13M	Hold	500,000	–	–	0.03%	594
2022 Q1	$15.5M	Buy	+500,000	New	+$16.5M	0.03%	570
2021 Q4	–	Sell	-325,000	Closed	-$9.63M	–	1050
2021 Q3	$9.63M	Buy	325,000 +25,000	+8%	+$757K	0.02%	698
2021 Q2	$9.13M	Buy	300,000 +100,000	+50%	+$3.26M	0.02%	722
2021 Q1	$6.52M	Buy	+200,000	New	+$5.77M	0.01%	768
2020 Q3	–	Sell	-350,000	Closed	-$6.75M	–	775
2020 Q2	$6.75M	Buy	350,000 +150,000	+75%	+$2.68M	0.02%	578
2020 Q1	$2.89M	Sell	200,000 -625,000	-76%	-$13.7M	0.01%	631
2019 Q4	$20.4M	Buy	+825,000	New	+$19.1M	0.05%	378
2018 Q3	–	Sell	-213,600	Closed	-$4.4M	–	722
2018 Q2	$4.4M	Buy	+213,600	New	+$4.55M	0.01%	658

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

Adage Capital Partners's EQH Position: Q2 2026 in Review

Adage Capital Partners increased its Equitable Holdings (EQH) stake by 283% in Q2 2026, buying an estimated $35.5M and bringing the position to 1,150,000 shares worth $50.5M. The position accounts for 0.07% of the portfolio, ranked #279.

Adage Capital Partners first reported a position in EQH in Q2 2018 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Adage Capital Partners held 1,150,000 shares of Equitable Holdings worth $50.5M as of Q2 2026.
Adage Capital Partners bought 850,000 Equitable Holdings shares in Q2 2026, an estimated $35.5M.
Equitable Holdings made up 0.07% of Adage Capital Partners's portfolio in Q2 2026, its #279 holding.
Adage Capital Partners first reported a position in Equitable Holdings in Q2 2018 and has held it in 15 quarters since.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.