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Avidian Wealth Enterprises’s Equitable Holdings EQH Stock Holding History

Avidian Wealth Enterprises’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
2025
Q3 		– Sell
-5,335
Closed -$299K – 591
2025
Q2 		$299K Sell
5,335
-151
-3% -$7.77K 0.01% 448
2025
Q1 		$286K Sell
5,486
-1,111
-17% -$58.2K 0.01% 433
2024
Q4 		$311K Buy
6,597
+538
+9% +$24.8K 0.01% 389
2024
Q3 		$255K Buy
6,059
+130
+2% +$5.33K 0.01% 429
2024
Q2 		$242K Buy
+5,929
New +$232K 0.01% 438

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's EQH Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 5,335 shares — an estimated $299K sold.

Avidian Wealth Enterprises first reported a position in EQH in Q2 2024 and held it in 5 quarters. The position peaked at $311K in Q4 2024. 563 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Avidian Wealth Enterprises reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,335 Equitable Holdings shares in Q3 2025, an estimated $299K.
  • Avidian Wealth Enterprises first reported a position in Equitable Holdings in Q2 2024 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Equitable Holdings position peaked at $311K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.