Ashton Thomas Private Wealth’s Equitable Holdings EQH Stock Holding History

Ashton Thomas Private Wealth’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	–	Sell	-5,860	Closed	-$279K	–	1521
2025 Q4	$279K	Sell	5,860 -292	-5%	-$13.8K	0.01%	839
2025 Q3	$312K	Hold	6,152	–	–	0.01%	783
2025 Q2	$345K	Buy	6,152 +75	+1%	+$3.86K	0.01%	650
2025 Q1	$317K	Sell	6,077 -52,288	-90%	-$2.74M	0.01%	641
2024 Q4	$2.75M	Buy	58,365 +663	+1%	+$30.6K	0.11%	219
2024 Q3	$2.43M	Sell	57,702 -10,370	-15%	-$425K	0.13%	187
2024 Q2	$2.78M	Sell	68,072 -1,431	-2%	-$56.1K	0.15%	152
2024 Q1	$2.64M	Buy	69,503 +50,460	+265%	+$1.72M	0.15%	169
2023 Q4	$634K	Buy	19,043 +2,516	+15%	+$73.7K	0.04%	372
2023 Q3	$469K	Buy	16,527 +3,976	+32%	+$112K	0.03%	403
2023 Q2	$341K	Buy	+12,551	New	+$318K	0.03%	463

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ashton Thomas Private Wealth's EQH Position: Q1 2026 in Review

Ashton Thomas Private Wealth sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 5,860 shares — an estimated $279K sold.

Ashton Thomas Private Wealth first reported a position in EQH in Q2 2023 and held it in 11 quarters. The position peaked at $2.78M in Q2 2024. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Ashton Thomas Private Wealth reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Ashton Thomas Private Wealth sold 5,860 Equitable Holdings shares in Q1 2026, an estimated $279K.
Ashton Thomas Private Wealth first reported a position in Equitable Holdings in Q2 2023 and held it in 11 quarters.
Ashton Thomas Private Wealth's Equitable Holdings position peaked at $2.78M in Q2 2024.
542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.