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Advisors Asset Management’s Equitable Holdings EQH Stock Holding History

Advisors Asset Management’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
2025
Q4 		– Sell
-11
Closed – – 1457
2025
Q3 		$0 Sell
11
-3
-21% -$159 ﹤0.01% 1475
2025
Q2 		$785 Sell
14
-898
-98% -$46.2K ﹤0.01% 1460
2025
Q1 		$47.5K Sell
912
-1,666
-65% -$87.2K ﹤0.01% 1289
2024
Q4 		$122K Sell
2,578
-64
-2% -$2.96K ﹤0.01% 1194
2024
Q3 		$111K Sell
2,642
-63
-2% -$2.58K ﹤0.01% 1209
2024
Q2 		$111K Buy
2,705
+73
+3% +$2.86K ﹤0.01% 1187
2024
Q1 		$100K Buy
2,632
+990
+60% +$33.7K ﹤0.01% 1219
2023
Q4 		$54.7K Buy
+1,642
New +$48.1K ﹤0.01% 1278

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Advisors Asset Management's EQH Position: Q4 2025 in Review

Advisors Asset Management sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 11 shares.

Advisors Asset Management first reported a position in EQH in Q4 2023 and held it in 8 quarters. The position peaked at $122K in Q4 2024. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Advisors Asset Management reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 11 Equitable Holdings shares in Q4 2025.
  • Advisors Asset Management first reported a position in Equitable Holdings in Q4 2023 and held it in 8 quarters.
  • Advisors Asset Management's Equitable Holdings position peaked at $122K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.