Bogart Wealth LLC’s Equitable Holdings EQH Stock Holding History

Bogart Wealth LLC’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	$1.27K	Buy	29 +1	+4%	+$42	﹤0.01%	1561
2026 Q1	$1.04K	Buy	+28	New	+$1.2K	﹤0.01%	1437
2025 Q2	–	Sell	-10	Closed	-$521	–	1479
2025 Q1	$521	Buy	+10	New	+$524	﹤0.01%	1264
2023 Q1	–	Sell	-22	Closed	-$631	–	1137
2022 Q4	$631	Buy	+22	New	+$651	﹤0.01%	901
2020 Q4	–	Sell	-58	Closed	-$1K	–	468
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	407
2020 Q2	$1K	Buy	+58	New	+$1.04K	﹤0.01%	412

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bogart Wealth LLC's EQH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Equitable Holdings (EQH) stake by 3.6% in Q2 2026, buying an estimated $42 and bringing the position to 29 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Bogart Wealth LLC first reported a position in EQH in Q2 2020 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Bogart Wealth LLC held 29 shares of Equitable Holdings worth $1.27K as of Q2 2026.
Bogart Wealth LLC bought 1 Equitable Holdings share in Q2 2026, an estimated $42.
Equitable Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1561 holding.
Bogart Wealth LLC first reported a position in Equitable Holdings in Q2 2020 and has held it in 6 quarters since.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.