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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
Q2 		– Sell
-279,150
Closed -$10.4M – 1295
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% 738
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
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 $3.37T AUM 44.26% 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

Algert Global's EQH Position: Q2 2026 in Review

Algert Global sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 279,150 shares — an estimated $10.4M sold.

Algert Global first reported a position in EQH in Q2 2022 and held it in 13 quarters. The position peaked at $12.7M in Q4 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Algert Global reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Algert Global sold 279,150 Equitable Holdings shares in Q2 2026, an estimated $10.4M.
  • Algert Global first reported a position in Equitable Holdings in Q2 2022 and held it in 13 quarters.
  • Algert Global's Equitable Holdings position peaked at $12.7M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.