AF
EQH icon

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
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 $5.7T 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