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Bell Investment Advisors’s Equitable Holdings EQH Stock Holding History

Bell Investment 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 		$3.6K Sell
82
-19
-19% -$794 ﹤0.01% 1118
2026
Q1 		$3.75K Buy
101
+13
+15% +$557 ﹤0.01% 1095
2025
Q4 		$4.19K Hold
88
– – ﹤0.01% 1044
2025
Q3 		$4.47K Hold
88
– – ﹤0.01% 985
2025
Q2 		$4.94K Hold
88
– – ﹤0.01% 976
2025
Q1 		$4.58K Hold
88
– – ﹤0.01% 956
2024
Q4 		$4.15K Sell
88
-81
-48% -$3.74K ﹤0.01% 1008
2024
Q3 		$7.1K Sell
169
-41
-20% -$1.68K ﹤0.01% 765
2024
Q2 		$8.58K Hold
210
– – ﹤0.01% 672
2024
Q1 		$7.98K Hold
210
– – ﹤0.01% 681
2023
Q4 		$6.99K Hold
210
– – ﹤0.01% 713
2023
Q3 		$5.96K Buy
210
+81
+63% +$2.29K ﹤0.01% 718
2023
Q2 		$3.5K Sell
129
-29
-18% -$734 ﹤0.01% 1001
2023
Q1 		$4.01K Sell
158
-55
-26% -$1.62K ﹤0.01% 881
2022
Q4 		$6.11K Hold
213
– – ﹤0.01% 706
2022
Q3 		$6K Sell
213
-32
-13% -$910 ﹤0.01% 584
2022
Q2 		$6K Buy
+245
New +$7.1K ﹤0.01% 616
2021
Q4 		$10K Buy
294
+42
+17% +$1.38K ﹤0.01% 489
2021
Q3 		$7K Buy
+252
New +$7.63K ﹤0.01% 566

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

Bell Investment Advisors's EQH Position: Q2 2026 in Review

Bell Investment Advisors reduced its Equitable Holdings (EQH) stake by 19% in Q2 2026, selling an estimated $794 and leaving 82 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Bell Investment Advisors first reported a position in EQH in Q3 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bell Investment Advisors held 82 shares of Equitable Holdings worth $3.6K as of Q2 2026.
  • Bell Investment Advisors sold 19 Equitable Holdings shares in Q2 2026, an estimated $794.
  • Equitable Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1118 holding.
  • Bell Investment Advisors first reported a position in Equitable Holdings in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Equitable Holdings position peaked at $10K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.