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Advisornet Financial’s Equitable Holdings EQH Stock Holding History

Advisornet Financial’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 		$2.85K Buy
65
+2
+3% +$84 ﹤0.01% 1874
2026
Q1 		$2.34K Buy
63
+10
+19% +$428 ﹤0.01% 1890
2025
Q4 		$2.52K Buy
53
+13
+33% +$616 ﹤0.01% 1867
2025
Q3 		$2.03K Hold
40
– – ﹤0.01% 1866
2025
Q2 		$2.24K Sell
40
-2
-5% -$103 ﹤0.01% 1817
2025
Q1 		$2.19K Hold
42
– – ﹤0.01% 1778
2024
Q4 		$1.98K Sell
42
-1,531
-97% -$70.7K ﹤0.01% 1623
2024
Q3 		$66.1K Buy
1,573
+41
+3% +$1.68K ﹤0.01% 820
2024
Q2 		$62.6K Hold
1,532
– – 0.01% 752
2024
Q1 		$58.2K Sell
1,532
-419
-21% -$14.3K 0.01% 767
2023
Q4 		$65K Buy
1,951
+35
+2% +$1.02K 0.01% 741
2023
Q3 		$54.4K Hold
1,916
– – ﹤0.01% 765
2023
Q2 		$52K Buy
1,916
+1,474
+333% +$37.3K ﹤0.01% 801
2023
Q1 		$11.2K Sell
442
-25,821
-98% -$762K ﹤0.01% 1268
2022
Q4 		$754K Buy
26,263
+4,075
+18% +$121K 0.07% 243
2022
Q3 		$585K Buy
22,188
+2,161
+11% +$61.4K 0.06% 287
2022
Q2 		$522K Buy
20,027
+19,598
+4,568% +$568K 0.05% 305
2022
Q1 		$13K Buy
+429
New +$14.1K ﹤0.01% 1369

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisornet Financial's EQH Position: Q2 2026 in Review

Advisornet Financial increased its Equitable Holdings (EQH) stake by 3.2% in Q2 2026, buying an estimated $84 and bringing the position to 65 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Advisornet Financial first reported a position in EQH in Q1 2022 and has held it in 18 quarters since. The position peaked at $754K in Q4 2022. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Advisornet Financial held 65 shares of Equitable Holdings worth $2.85K as of Q2 2026.
  • Advisornet Financial bought 2 Equitable Holdings shares in Q2 2026, an estimated $84.
  • Equitable Holdings made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1874 holding.
  • Advisornet Financial first reported a position in Equitable Holdings in Q1 2022 and has held it in 18 quarters since.
  • Advisornet Financial's Equitable Holdings position peaked at $754K in Q4 2022.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.