Atlas Capital Advisors’s Equitable Holdings EQH Stock Holding History

Atlas Capital Advisors’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	$32.4K	Sell	738 -1,643	-69%	-$68.7K	﹤0.01%	799
2026 Q1	$88.4K	Sell	2,381 -2,269	-49%	-$97.2K	0.01%	557
2025 Q4	$222K	Buy	+4,650	New	+$220K	0.02%	395
2025 Q2	$799K	Sell	14,241 -3,108	-18%	-$160K	0.1%	177
2025 Q1	$904K	Buy	17,349 +13,120	+310%	+$687K	0.11%	155
2024 Q4	$199K	Sell	4,229 -94	-2%	-$4.34K	0.03%	387
2024 Q3	$182K	Sell	4,323 -5,897	-58%	-$242K	0.03%	392
2024 Q2	$418K	Buy	+10,220	New	+$400K	0.05%	257

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

Atlas Capital Advisors's EQH Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Equitable Holdings (EQH) stake by 69% in Q2 2026, selling an estimated $68.7K and leaving 738 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Atlas Capital Advisors first reported a position in EQH in Q2 2024 and has held it in 8 quarters since. The position peaked at $904K in Q1 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Atlas Capital Advisors held 738 shares of Equitable Holdings worth $32.4K as of Q2 2026.
Atlas Capital Advisors sold 1,643 Equitable Holdings shares in Q2 2026, an estimated $68.7K.
Equitable Holdings made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #799 holding.
Atlas Capital Advisors first reported a position in Equitable Holdings in Q2 2024 and has held it in 8 quarters since.
Atlas Capital Advisors's Equitable Holdings position peaked at $904K in Q1 2025.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.