AXS Investments’s Equitable Holdings EQH Stock Holding History

AXS 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	$445K	Hold	12,000	–	–	0.18%	92
2025 Q4	$572K	Hold	12,000	–	–	0.2%	97
2025 Q3	$609K	Hold	12,000	–	–	0.19%	92
2025 Q2	$673K	Hold	12,000	–	–	0.28%	105
2025 Q1	$625K	Hold	12,000	–	–	0.17%	171
2024 Q4	$566K	Hold	12,000	–	–	0.16%	183
2024 Q3	$504K	Hold	12,000	–	–	0.13%	197
2024 Q2	$490K	Sell	12,000 -20,000	-63%	-$783K	0.14%	201
2024 Q1	$1.22M	Buy	+32,000	New	+$1.09M	0.29%	147

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AXS Investments's EQH Position: Q1 2026 in Review

AXS Investments held its Equitable Holdings (EQH) position steady in Q1 2026 at 12,000 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #92.

AXS Investments first reported a position in EQH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

AXS Investments held 12,000 shares of Equitable Holdings worth $445K as of Q1 2026.
AXS Investments left its Equitable Holdings share count unchanged in Q1 2026.
Equitable Holdings made up 0.18% of AXS Investments's portfolio in Q1 2026, its #92 holding.
AXS Investments first reported a position in Equitable Holdings in Q1 2024 and has held it in 9 quarters since.
AXS Investments's Equitable Holdings position peaked at $1.22M in Q1 2024.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.