AF
EQH icon

Allworth Financial’s Equitable Holdings EQH Stock Holding History

Allworth 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 		$76.5K Buy
+2,062
New +$88.3K ﹤0.01% 2030
2025
Q4 		– Sell
-390
Closed -$19.8K – 5087
2025
Q3 		$19.8K Buy
390
+328
+529% +$17.4K ﹤0.01% 2716
2025
Q2 		$3.48K Hold
62
– – ﹤0.01% 3463
2025
Q1 		$3.1K Buy
62
+7
+13% +$366 ﹤0.01% 3024
2024
Q4 		$2.92K Hold
55
– – ﹤0.01% 3003
2024
Q3 		$2.31K Buy
55
+16
+41% +$656 ﹤0.01% 2905
2024
Q2 		$1.63K Hold
39
– – ﹤0.01% 3009
2024
Q1 		$1.48K Hold
39
– – ﹤0.01% 2938
2023
Q4 		$1.3K Sell
39
-134
-77% -$3.92K ﹤0.01% 2860
2023
Q3 		$4.91K Buy
173
+158
+1,053% +$4.46K ﹤0.01% 2110
2023
Q2 		$408 Sell
15
-564
-97% -$14.3K ﹤0.01% 2932
2023
Q1 		$14.7K Sell
579
-71
-11% -$2.1K ﹤0.01% 1628
2022
Q4 		$18.7K Buy
650
+77
+13% +$2.28K ﹤0.01% 1396
2022
Q3 		$15K Sell
573
-83
-13% -$2.36K ﹤0.01% 1407
2022
Q2 		$17K Sell
656
-241
-27% -$6.99K ﹤0.01% 1300
2022
Q1 		$28K Buy
897
+886
+8,055% +$29.2K ﹤0.01% 1105
2021
Q4 		$0 Buy
+11
New +$361 ﹤0.01% 1986

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