BWL
EQH icon

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
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's EQH Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Equitable Holdings (EQH) in Q1 2026: 28 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in EQH as recently as Q1 2025.

Bogart Wealth LLC first reported a position in EQH in Q2 2020 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Bogart Wealth LLC held 28 shares of Equitable Holdings worth $1.04K as of Q1 2026.
  • Equitable Holdings was a new Bogart Wealth LLC position in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1437 holding.
  • Bogart Wealth LLC first reported a position in Equitable Holdings in Q2 2020 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.