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Blue Trust Inc’s Equitable Holdings EQH Stock Holding History

Blue Trust Inc’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 		$58.7K Sell
1,337
-58
-4% -$2.42K ﹤0.01% 1284
2026
Q1 		$51.8K Sell
1,395
-252
-15% -$10.8K ﹤0.01% 1312
2025
Q4 		$78.5K Sell
1,647
-29
-2% -$1.38K ﹤0.01% 1170
2025
Q3 		$85.1K Sell
1,676
-409
-20% -$21.7K ﹤0.01% 1144
2025
Q2 		$117K Sell
2,085
-29
-1% -$1.49K ﹤0.01% 985
2025
Q1 		$110K Sell
2,114
-345
-14% -$18.1K ﹤0.01% 950
2024
Q4 		$116K Sell
2,459
-5,489
-69% -$253K ﹤0.01% 878
2024
Q3 		$325K Buy
7,948
+5,358
+207% +$220K ﹤0.01% 643
2024
Q2 		$98.4K Buy
2,590
+1,768
+215% +$69.3K ﹤0.01% 984
2024
Q1 		$31.2K Sell
822
-440
-35% -$15K ﹤0.01% 1081
2023
Q4 		$35K Buy
1,262
+704
+126% +$20.6K ﹤0.01% 1069
2023
Q3 		$15K Buy
558
+370
+197% +$10.4K ﹤0.01% 1271
2023
Q2 		$4K Sell
188
-506
-73% -$12.8K ﹤0.01% 1583
2023
Q1 		$20K Sell
694
-15
-2% -$443 ﹤0.01% 1355
2022
Q4 		$18K Buy
709
+122
+21% +$3.61K ﹤0.01% 1322
2022
Q3 		$15K Buy
587
+132
+29% +$3.75K ﹤0.01% 1199
2022
Q2 		$14K Buy
+455
New +$13.2K ﹤0.01% 1089

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

Blue Trust Inc's EQH Position: Q2 2026 in Review

Blue Trust Inc reduced its Equitable Holdings (EQH) stake by 4.2% in Q2 2026, selling an estimated $2.42K and leaving 1,337 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Blue Trust Inc first reported a position in EQH in Q2 2022 and has held it in 17 quarters since. The position peaked at $325K in Q3 2024. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Blue Trust Inc held 1,337 shares of Equitable Holdings worth $58.7K as of Q2 2026.
  • Blue Trust Inc sold 58 Equitable Holdings shares in Q2 2026, an estimated $2.42K.
  • Equitable Holdings made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1284 holding.
  • Blue Trust Inc first reported a position in Equitable Holdings in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Equitable Holdings position peaked at $325K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.