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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Canada Pension Plan Investment Board

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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

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

Capital International Investors

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

Geode Capital Management

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

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return