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Andreas Halvorsen’s Equitable Holdings EQH Stock Holding History

Andreas Halvorsen’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 		$237M Buy
+5,398,896
New +$226M 0.68% 48
2025
Q2 		– Sell
-3,279,559
Closed -$171M – 90
2025
Q1 		$171M Buy
3,279,559
+2,515,236
+329% +$132M 0.54% 57
2024
Q4 		$36.1M Sell
764,323
-2,285,939
-75% -$106M 0.12% 76
2024
Q3 		$128M Sell
3,050,262
-2,809,285
-48% -$115M 0.47% 58
2024
Q2 		$239M Buy
5,859,547
+3,802,356
+185% +$149M 0.92% 31
2024
Q1 		$78.2M Buy
+2,057,191
New +$70M 0.29% 63
2023
Q2 		– Sell
-3,989,446
Closed -$101M – 89
2023
Q1 		$101M Sell
3,989,446
-1,223,014
-23% -$36.1M 0.48% 44
2022
Q4 		$150M Buy
+5,212,460
New +$154M 0.75% 41
2021
Q2 		– Sell
-5,987,489
Closed -$195M – 98
2021
Q1 		$195M Buy
5,987,489
+2,113,379
+55% +$60.9M 0.58% 50
2020
Q4 		$99.1M Buy
+3,874,110
New +$90.6M 0.27% 69
2020
Q1 		– Sell
-9,048,047
Closed -$224M – 70
2019
Q4 		$224M Sell
9,048,047
-1,630,901
-15% -$37.8M 1.05% 27
2019
Q3 		$237M Buy
10,678,948
+1,836,598
+21% +$39.4M 1.23% 24
2019
Q2 		$185M Buy
8,842,350
+8,160,750
+1,197% +$176M 0.83% 29
2019
Q1 		$13.7M Buy
+681,600
New +$13M 0.08% 55
2018
Q3 		– Sell
-2,853,500
Closed -$58.8M – 70
2018
Q2 		$58.8M Buy
+2,853,500
New +$60.7M 0.34% 45

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

Andreas Halvorsen's EQH Position: Q2 2026 in Review

Andreas Halvorsen opened a new position in Equitable Holdings (EQH) in Q2 2026: 5,398,896 shares worth $237M. The stake represents 0.68% of the portfolio and ranks #48 among its holdings. This is a return to the name: Andreas Halvorsen previously reported a position in EQH as recently as Q1 2025.

Andreas Halvorsen first reported a position in EQH in Q2 2018 and has held it in 15 quarters since. The position peaked at $239M in Q2 2024. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Andreas Halvorsen held 5,398,896 shares of Equitable Holdings worth $237M as of Q2 2026.
  • Equitable Holdings was a new Andreas Halvorsen position in Q2 2026.
  • Equitable Holdings made up 0.68% of Andreas Halvorsen's portfolio in Q2 2026, its #48 holding.
  • Andreas Halvorsen first reported a position in Equitable Holdings in Q2 2018 and has held it in 15 quarters since.
  • Andreas Halvorsen's Equitable Holdings position peaked at $239M in Q2 2024.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.