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Anchor Investment Management’s Equitable Holdings EQH Stock Holding History

Anchor Investment 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
2026
Q1 		$74.2K Hold
2,000
– – 0.01% 525
2025
Q4 		$95.3K Sell
2,000
-1,000
-33% -$47.4K 0.01% 495
2025
Q3 		$152K Sell
3,000
-13,367
-82% -$708K 0.01% 420
2025
Q2 		$918K Hold
16,367
– – 0.08% 195
2025
Q1 		$853K Sell
16,367
-747
-4% -$39.1K 0.08% 199
2024
Q4 		$807K Sell
17,114
-403
-2% -$18.6K 0.08% 203
2024
Q3 		$736K Hold
17,517
– – 0.07% 218
2024
Q2 		$716K Sell
17,517
-3,000
-15% -$118K 0.07% 202
2024
Q1 		$780K Buy
20,517
+7
+0% +$238 0.08% 202
2023
Q4 		$683K Buy
20,510
+7
+0% +$205 0.08% 204
2023
Q3 		$582K Sell
20,503
-542
-3% -$15.3K 0.08% 214
2023
Q2 		$572K Buy
21,045
+909
+5% +$23K 0.07% 213
2023
Q1 		$511K Buy
20,136
+6
+0% +$177 0.07% 231
2022
Q4 		$578K Buy
20,130
+7
+0% +$207 0.08% 216
2022
Q3 		$530K Buy
20,123
+1,006
+5% +$28.6K 0.08% 215
2022
Q2 		$498K Buy
19,117
+1,007
+6% +$29.2K 0.07% 223
2022
Q1 		$560K Buy
18,110
+407
+2% +$13.4K 0.07% 231
2021
Q4 		$580K Buy
17,703
+3,753
+27% +$123K 0.07% 226
2021
Q3 		$413K Buy
13,950
+13,650
+4,550% +$413K 0.06% 257
2021
Q2 		$9.13K Hold
300
– – ﹤0.01% 738
2021
Q1 		$9.79K Hold
300
– – ﹤0.01% 709
2020
Q4 		$7.68K Buy
+300
New +$7.02K ﹤0.01% 701

Other funds holding EQH

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
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

Anchor Investment Management's EQH Position: Q1 2026 in Review

Anchor Investment Management held its Equitable Holdings (EQH) position steady in Q1 2026 at 2,000 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #525.

Anchor Investment Management first reported a position in EQH in Q4 2020 and has held it in 22 quarters since. The position peaked at $918K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Anchor Investment Management held 2,000 shares of Equitable Holdings worth $74.2K as of Q1 2026.
  • Anchor Investment Management left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #525 holding.
  • Anchor Investment Management first reported a position in Equitable Holdings in Q4 2020 and has held it in 22 quarters since.
  • Anchor Investment Management's Equitable Holdings position peaked at $918K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.