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Avion Wealth’s Equitable Holdings EQH Stock Holding History

Avion Wealth’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 		$2K Buy
57
+25
+78% +$1.04K ﹤0.01% 1048
2026
Q1 		$1K Buy
32
+1
+3% +$43 ﹤0.01% 1013
2025
Q4 		$1K Sell
31
-6
-16% -$285 ﹤0.01% 1011
2025
Q3 		$1K Sell
37
-9
-20% -$477 ﹤0.01% 1001
2025
Q2 		$2K Buy
46
+16
+53% +$823 ﹤0.01% 798
2025
Q1 		$1K Hold
30
– – ﹤0.01% 850
2024
Q4 		$1K Buy
30
+11
+58% +$508 ﹤0.01% 847
2024
Q3 		$0 Hold
19
– – ﹤0.01% 1100
2024
Q2 		$0 Hold
19
– – ﹤0.01% 1018
2024
Q1 		$1K Hold
19
– – ﹤0.01% 919
2023
Q4 		$1K Sell
19
-37
-66% -$1.08K ﹤0.01% 772
2023
Q3 		$1K Buy
56
+17
+44% +$480 ﹤0.01% 616
2023
Q2 		$0 Hold
39
– – ﹤0.01% 805
2023
Q1 		$1K Buy
+39
New +$1.15K ﹤0.01% 434

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

Avion Wealth's EQH Position: Q2 2026 in Review

Avion Wealth increased its Equitable Holdings (EQH) stake by 78% in Q2 2026, buying an estimated $1.04K and bringing the position to 57 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Avion Wealth first reported a position in EQH in Q1 2023 and has held it in 14 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Avion Wealth held 57 shares of Equitable Holdings worth $2K as of Q2 2026.
  • Avion Wealth bought 25 Equitable Holdings shares in Q2 2026, an estimated $1.04K.
  • Equitable Holdings made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1048 holding.
  • Avion Wealth first reported a position in Equitable Holdings in Q1 2023 and has held it in 14 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.