Belpointe Asset Management’s Equitable Holdings EQH Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-4,397	Closed	-$229K	–	966
2025 Q1	$229K	Buy	+4,397	New	+$230K	0.01%	812
2023 Q2	–	Sell	-2,335	Closed	-$59.3K	–	1391
2023 Q1	$59.3K	Sell	2,335 -10	-0.4%	-$295	﹤0.01%	1605
2022 Q4	$67.3K	Buy	+2,345	New	+$69.4K	﹤0.01%	1454

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Belpointe Asset Management's EQH Position: Q2 2025 in Review

Belpointe Asset Management sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 4,397 shares — an estimated $229K sold.

Belpointe Asset Management first reported a position in EQH in Q4 2022 and held it in 3 quarters. The position peaked at $229K in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Belpointe Asset Management reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 4,397 Equitable Holdings shares in Q2 2025, an estimated $229K.
Belpointe Asset Management first reported a position in Equitable Holdings in Q4 2022 and held it in 3 quarters.
Belpointe Asset Management's Equitable Holdings position peaked at $229K in Q1 2025.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.