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Basecamp Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Basecamp Wealth Advisors’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 		$23.1K Sell
527
-90
-15% -$3.76K ﹤0.01% 761
2026
Q1 		$22.9K Buy
617
+105
+21% +$4.5K ﹤0.01% 783
2025
Q4 		$24.4K Buy
+512
New +$24.3K 0.01% 724

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

Basecamp Wealth Advisors's EQH Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Equitable Holdings (EQH) stake by 15% in Q2 2026, selling an estimated $3.76K and leaving 527 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Basecamp Wealth Advisors first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q4 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Basecamp Wealth Advisors held 527 shares of Equitable Holdings worth $23.1K as of Q2 2026.
  • Basecamp Wealth Advisors sold 90 Equitable Holdings shares in Q2 2026, an estimated $3.76K.
  • Equitable Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #761 holding.
  • Basecamp Wealth Advisors first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Equitable Holdings position peaked at $24.4K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.