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Artemis Investment Management’s Equitable Holdings EQH Stock Holding History

Artemis 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
2025
Q4 		– Sell
-39,538
Closed -$2.01M – 197
2025
Q3 		$2.01M Sell
39,538
-10,296
-21% -$545K 0.03% 180
2025
Q2 		$2.8M Sell
49,834
-727,791
-94% -$37.4M 0.04% 176
2025
Q1 		$40.5M Sell
777,625
-198,301
-20% -$10.4M 0.62% 60
2024
Q4 		$46M Buy
975,926
+65,197
+7% +$3.01M 0.66% 53
2024
Q3 		$38.3M Buy
910,729
+315,638
+53% +$13M 0.58% 53
2024
Q2 		$24.3M Buy
+595,091
New +$23.3M 0.33% 86
2023
Q2 		– Sell
-666,254
Closed -$16.9M – 224
2023
Q1 		$16.9M Sell
666,254
-584,580
-47% -$17.2M 0.21% 119
2022
Q4 		$36M Sell
1,250,834
-55,368
-4% -$1.64M 0.41% 75
2022
Q3 		$34.4M Buy
1,306,202
+1,528
+0.1% +$43.4K 0.39% 78
2022
Q2 		$34.1M Sell
1,304,674
-281,587
-18% -$8.16M 0.35% 91
2022
Q1 		$49M Sell
1,586,261
-1,071,878
-40% -$35.3M 0.39% 75
2021
Q4 		$87.1M Sell
2,658,139
-371,124
-12% -$12.2M 0.63% 41
2021
Q3 		$89.8M Buy
3,029,263
+758,326
+33% +$23M 0.71% 36
2021
Q2 		$69.2M Sell
2,270,937
-1,084,795
-32% -$35.4M 0.6% 49
2021
Q1 		$109M Buy
3,355,732
+1,818,576
+118% +$52.4M 1.04% 27
2020
Q4 		$39.4M Sell
1,537,156
-70,989
-4% -$1.66M 0.41% 69
2020
Q3 		$29.3M Sell
1,608,145
-593,353
-27% -$11.9M 0.37% 76
2020
Q2 		$42.6M Buy
+2,201,498
New +$39.3M 0.57% 54

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Artemis Investment Management's EQH Position: Q4 2025 in Review

Artemis Investment Management sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 39,538 shares — an estimated $2.01M sold.

Artemis Investment Management first reported a position in EQH in Q2 2020 and held it in 18 quarters. The position peaked at $109M in Q1 2021. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Artemis Investment Management reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Artemis Investment Management sold 39,538 Equitable Holdings shares in Q4 2025, an estimated $2.01M.
  • Artemis Investment Management first reported a position in Equitable Holdings in Q2 2020 and held it in 18 quarters.
  • Artemis Investment Management's Equitable Holdings position peaked at $109M in Q1 2021.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Artemis Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.