Algert Global’s Equitable Holdings EQH Stock Holding History

Algert Global’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	$10.4M	Buy	279,150 +168,710	+153%	+$7.23M	0.16%	196
2025 Q4	$5.26M	Sell	110,440 -21,868	-17%	-$1.04M	0.08%	416
2025 Q3	$6.72M	Sell	132,308 -50,890	-28%	-$2.7M	0.11%	310
2025 Q2	$10.3M	Buy	183,198 +5,830	+3%	+$300K	0.22%	124
2025 Q1	$9.24M	Sell	177,368 -92,872	-34%	-$4.86M	0.23%	109
2024 Q4	$12.7M	Buy	270,240 +250,188	+1,248%	+$11.6M	0.3%	66
2024 Q3	$843K	Buy	20,052 +5,864	+41%	+$241K	0.02%	787
2024 Q2	$580K	Buy	14,188 +3,540	+33%	+$139K	0.02%	851
2024 Q1	$405K	Sell	10,648 -8,872	-45%	-$302K	0.02%	819
2023 Q4	$650K	Buy	+19,520	New	+$571K	0.03%	737
2023 Q3	–	Sell	-141,014	Closed	-$3.83M	–	1151
2023 Q2	$3.83M	Buy	141,014 +55,464	+65%	+$1.4M	0.17%	176
2023 Q1	$2.17M	Buy	+85,550	New	+$2.52M	0.1%	315
2022 Q3	–	Sell	-19,927	Closed	-$519K	–	1216
2022 Q2	$519K	Buy	+19,927	New	+$578K	0.04%	745

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's EQH Position: Q1 2026 in Review

Algert Global increased its Equitable Holdings (EQH) stake by 153% in Q1 2026, buying an estimated $7.23M and bringing the position to 279,150 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #196.

Algert Global first reported a position in EQH in Q2 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Algert Global held 279,150 shares of Equitable Holdings worth $10.4M as of Q1 2026.
Algert Global bought 168,710 Equitable Holdings shares in Q1 2026, an estimated $7.23M.
Equitable Holdings made up 0.16% of Algert Global's portfolio in Q1 2026, its #196 holding.
Algert Global first reported a position in Equitable Holdings in Q2 2022 and has held it in 13 quarters since.
Algert Global's Equitable Holdings position peaked at $12.7M in Q4 2024.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.