Baird Financial Group’s Equitable Holdings EQH Stock Holding History

Baird Financial Group’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	$2.56M	Sell	68,962 -7,412	-10%	-$318K	﹤0.01%	970
2025 Q4	$3.64M	Sell	76,374 -632,710	-89%	-$30M	0.01%	835
2025 Q3	$36M	Sell	709,084 -183,583	-21%	-$9.72M	0.06%	236
2025 Q2	$50.1M	Buy	892,667 +206,047	+30%	+$10.6M	0.09%	192
2025 Q1	$35.8M	Buy	+686,620	New	+$35.9M	0.07%	229
2022 Q4	–	Sell	-10,248	Closed	-$270K	–	1706
2022 Q3	$270K	Buy	+10,248	New	+$291K	﹤0.01%	1500

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

Baird Financial Group's EQH Position: Q1 2026 in Review

Baird Financial Group reduced its Equitable Holdings (EQH) stake by 9.7% in Q1 2026, selling an estimated $318K and leaving 68,962 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Baird Financial Group first reported a position in EQH in Q3 2022 and has held it in 6 quarters since. The position peaked at $50.1M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Baird Financial Group held 68,962 shares of Equitable Holdings worth $2.56M as of Q1 2026.
Baird Financial Group sold 7,412 Equitable Holdings shares in Q1 2026, an estimated $318K.
Equitable Holdings made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #970 holding.
Baird Financial Group first reported a position in Equitable Holdings in Q3 2022 and has held it in 6 quarters since.
Baird Financial Group's Equitable Holdings position peaked at $50.1M in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.