Advent International’s Equitable Holdings EQH Stock Holding History

Advent International’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	–	Sell	-12,810	Closed	-$475K	–	35
2026 Q1	$475K	Sell	12,810 -521,700	-98%	-$22.3M	0.01%	28
2025 Q4	$25.5M	Buy	534,510 +4,910	+0.9%	+$233K	0.53%	17
2025 Q3	$26.9M	Buy	+529,600	New	+$28.1M	0.54%	19

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

Advent International's EQH Position: Q2 2026 in Review

Advent International sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 12,810 shares — an estimated $475K sold.

Advent International first reported a position in EQH in Q3 2025 and held it in 3 quarters. The position peaked at $26.9M in Q3 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Advent International reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Advent International sold 12,810 Equitable Holdings shares in Q2 2026, an estimated $475K.
Advent International first reported a position in Equitable Holdings in Q3 2025 and held it in 3 quarters.
Advent International's Equitable Holdings position peaked at $26.9M in Q3 2025.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Advent International's 13F filing for Q2 2026, filed 14 Aug 2026.