American Trust’s Equitable Holdings EQH Stock Holding History

American Trust’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 Q1	–	Sell	-4,716	Closed	-$222K	–	170
2024 Q4	$222K	Buy	+4,716	New	+$218K	0.02%	285

Other funds holding EQH

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Trust's EQH Position: Q1 2025 in Review

American Trust sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 4,716 shares — an estimated $222K sold.

American Trust first reported a position in EQH in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

American Trust reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
American Trust sold 4,716 Equitable Holdings shares in Q1 2025, an estimated $222K.
American Trust first reported a position in Equitable Holdings in Q4 2024 and held it in 1 quarter.
American Trust's Equitable Holdings position peaked at $222K in Q4 2024.
575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.