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Atria Investments’s Equitable Holdings EQH Stock Holding History

Atria Investments’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
-5,817
Closed -$277K – 2076
2025
Q4 		$277K Sell
5,817
-3,374
-37% -$160K ﹤0.01% 1778
2025
Q3 		$467K Buy
9,191
+2,149
+31% +$114K 0.01% 1452
2025
Q2 		$395K Buy
7,042
+1,031
+17% +$53K ﹤0.01% 1550
2025
Q1 		$313K Buy
+6,011
New +$315K ﹤0.01% 1599

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

Atria Investments's EQH Position: Q1 2026 in Review

Atria Investments sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 5,817 shares — an estimated $277K sold.

Atria Investments first reported a position in EQH in Q1 2025 and held it in 4 quarters. The position peaked at $467K in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Atria Investments reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 5,817 Equitable Holdings shares in Q1 2026, an estimated $277K.
  • Atria Investments first reported a position in Equitable Holdings in Q1 2025 and held it in 4 quarters.
  • Atria Investments's Equitable Holdings position peaked at $467K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.