ACA
EQH icon

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
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Capital Advisors's EQH Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Equitable Holdings (EQH) stake by 49% in Q1 2026, selling an estimated $97.2K and leaving 2,381 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #557.

Atlas Capital Advisors first reported a position in EQH in Q2 2024 and has held it in 7 quarters since. The position peaked at $904K in Q1 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Atlas Capital Advisors held 2,381 shares of Equitable Holdings worth $88.4K as of Q1 2026.
  • Atlas Capital Advisors sold 2,269 Equitable Holdings shares in Q1 2026, an estimated $97.2K.
  • Equitable Holdings made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #557 holding.
  • Atlas Capital Advisors first reported a position in Equitable Holdings in Q2 2024 and has held it in 7 quarters since.
  • Atlas Capital Advisors's Equitable Holdings position peaked at $904K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.