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Atomi Financial Group’s Equitable Holdings EQH Stock Holding History

Atomi Financial Group’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 		$325K Sell
7,404
-425
-5% -$17.8K 0.01% 990
2026
Q1 		$291K Sell
7,829
-1,208
-13% -$51.8K 0.01% 962
2025
Q4 		$431K Sell
9,037
-3,474
-28% -$165K 0.01% 765
2025
Q3 		$635K Buy
12,511
+204
+2% +$10.8K 0.02% 545
2025
Q2 		$690K Buy
12,307
+1,716
+16% +$88.3K 0.03% 465
2025
Q1 		$552K Buy
10,591
+4,014
+61% +$210K 0.03% 495
2024
Q4 		$310K Buy
6,577
+209
+3% +$9.65K 0.02% 702
2024
Q3 		$268K Sell
6,368
-195
-3% -$8K 0.02% 719
2024
Q2 		$268K Buy
+6,563
New +$257K 0.02% 625

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atomi Financial Group's EQH Position: Q2 2026 in Review

Atomi Financial Group reduced its Equitable Holdings (EQH) stake by 5.4% in Q2 2026, selling an estimated $17.8K and leaving 7,404 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #990.

Atomi Financial Group first reported a position in EQH in Q2 2024 and has held it in 9 quarters since. The position peaked at $690K in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Atomi Financial Group held 7,404 shares of Equitable Holdings worth $325K as of Q2 2026.
  • Atomi Financial Group sold 425 Equitable Holdings shares in Q2 2026, an estimated $17.8K.
  • Equitable Holdings made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #990 holding.
  • Atomi Financial Group first reported a position in Equitable Holdings in Q2 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Equitable Holdings position peaked at $690K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.