Aspiriant LLC’s Equitable Holdings EQH Stock Holding History

Aspiriant LLC’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	-4,547	Closed	-$214K	–	292
2024 Q4	$214K	Buy	+4,547	New	+$210K	0.01%	275

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

Aspiriant LLC's EQH Position: Q1 2025 in Review

Aspiriant LLC sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 4,547 shares — an estimated $214K sold.

Aspiriant LLC first reported a position in EQH in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

Aspiriant LLC reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
Aspiriant LLC sold 4,547 Equitable Holdings shares in Q1 2025, an estimated $214K.
Aspiriant LLC first reported a position in Equitable Holdings in Q4 2024 and held it in 1 quarter.
Aspiriant LLC's Equitable Holdings position peaked at $214K in Q4 2024.
575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Aspiriant LLC's 13F filing for Q1 2025, filed 21 Apr 2025.