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Beaird Harris Wealth Management’s Equitable Holdings EQH Stock Holding History

Beaird Harris Wealth Management’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
2025
Q3 		– Sell
-37
Closed -$2.08K – 745
2025
Q2 		$2.08K Hold
37
– – ﹤0.01% 488
2025
Q1 		$1.93K Hold
37
– – ﹤0.01% 444
2024
Q4 		$1.75K Hold
37
– – ﹤0.01% 452
2024
Q3 		$1.56K Hold
37
– – ﹤0.01% 457
2024
Q2 		$1.51K Hold
37
– – ﹤0.01% 563
2024
Q1 		$1.41K Hold
37
– – ﹤0.01% 508
2023
Q4 		$1.23K Buy
+37
New +$1.08K ﹤0.01% 506
2022
Q2 		– Sell
-125
Closed -$4K – 468
2022
Q1 		$4K Buy
+125
New +$4.12K ﹤0.01% 448

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's EQH Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 37 shares — an estimated $2.08K sold.

Beaird Harris Wealth Management first reported a position in EQH in Q1 2022 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 37 Equitable Holdings shares in Q3 2025, an estimated $2.08K.
  • Beaird Harris Wealth Management first reported a position in Equitable Holdings in Q1 2022 and held it in 8 quarters.
  • Beaird Harris Wealth Management's Equitable Holdings position peaked at $4K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.