Baird Financial Group
EQH icon

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
Q2 		$2.81M Sell
63,959
-5,003
-7% -$209K ﹤0.01% 974
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
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

Baird Financial Group's EQH Position: Q2 2026 in Review

Baird Financial Group reduced its Equitable Holdings (EQH) stake by 7.3% in Q2 2026, selling an estimated $209K and leaving 63,959 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Baird Financial Group first reported a position in EQH in Q3 2022 and has held it in 7 quarters since. The position peaked at $50.1M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Baird Financial Group held 63,959 shares of Equitable Holdings worth $2.81M as of Q2 2026.
  • Baird Financial Group sold 5,003 Equitable Holdings shares in Q2 2026, an estimated $209K.
  • Equitable Holdings made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #974 holding.
  • Baird Financial Group first reported a position in Equitable Holdings in Q3 2022 and has held it in 7 quarters since.
  • Baird Financial Group's Equitable Holdings position peaked at $50.1M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.