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Avanza Fonder’s Equitable Holdings EQH Stock Holding History

Avanza Fonder’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 		– Sell
-20,637
Closed -$766K – 471
2026
Q1 		$766K Hold
20,637
– – 0.02% 358
2025
Q4 		$983K Hold
20,637
– – 0.02% 352
2025
Q3 		$1.05M Hold
20,637
– – 0.03% 339
2025
Q2 		$1.16M Hold
20,637
– – 0.03% 323
2025
Q1 		$1.13M Sell
20,637
-1,043
-5% -$54.6K 0.04% 336
2024
Q4 		$1.02M Buy
+21,680
New +$1M 0.03% 336

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Avanza Fonder's EQH Position: Q2 2026 in Review

Avanza Fonder sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 20,637 shares — an estimated $766K sold.

Avanza Fonder first reported a position in EQH in Q4 2024 and held it in 6 quarters. The position peaked at $1.16M in Q2 2025. 104 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Avanza Fonder reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Avanza Fonder sold 20,637 Equitable Holdings shares in Q2 2026, an estimated $766K.
  • Avanza Fonder first reported a position in Equitable Holdings in Q4 2024 and held it in 6 quarters.
  • Avanza Fonder's Equitable Holdings position peaked at $1.16M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.