Adage Capital Partners
EQH icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners's EQH Position: Q1 2026 in Review

Adage Capital Partners opened a new position in Equitable Holdings (EQH) in Q1 2026: 300,000 shares worth $11.1M. The stake represents 0.02% of the portfolio and ranks #665 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in EQH as recently as Q4 2024.

Adage Capital Partners first reported a position in EQH in Q2 2018 and has held it in 14 quarters since. The position peaked at $40.7M in Q2 2023. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Adage Capital Partners held 300,000 shares of Equitable Holdings worth $11.1M as of Q1 2026.
  • Equitable Holdings was a new Adage Capital Partners position in Q1 2026.
  • Equitable Holdings made up 0.02% of Adage Capital Partners's portfolio in Q1 2026, its #665 holding.
  • Adage Capital Partners first reported a position in Equitable Holdings in Q2 2018 and has held it in 14 quarters since.
  • Adage Capital Partners's Equitable Holdings position peaked at $40.7M in Q2 2023.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.