Brinker Capital Investments’s Equitable Holdings EQH Stock Holding History

Brinker Capital Investments’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	$494K	Sell	11,247 -10,376	-48%	-$434K	﹤0.01%	1474
2026 Q1	$802K	Buy	21,623 +535	+3%	+$22.9K	0.01%	1238
2025 Q4	$1M	Sell	21,088 -12,005	-36%	-$569K	0.01%	1227
2025 Q3	$1.68M	Buy	33,093 +389	+1%	+$20.6K	0.01%	936
2025 Q2	$1.83M	Buy	32,704 +16,612	+103%	+$854K	0.02%	835
2025 Q1	$838K	Sell	16,092 -287	-2%	-$15K	0.01%	1177
2024 Q4	$773K	Sell	16,379 -103	-0.6%	-$4.76K	0.01%	1179
2024 Q3	$693K	Buy	16,482 +9,464	+135%	+$388K	0.01%	1207
2024 Q2	$287K	Buy	+7,018	New	+$275K	﹤0.01%	1477

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

Brinker Capital Investments's EQH Position: Q2 2026 in Review

Brinker Capital Investments reduced its Equitable Holdings (EQH) stake by 48% in Q2 2026, selling an estimated $434K and leaving 11,247 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Brinker Capital Investments first reported a position in EQH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Brinker Capital Investments held 11,247 shares of Equitable Holdings worth $494K as of Q2 2026.
Brinker Capital Investments sold 10,376 Equitable Holdings shares in Q2 2026, an estimated $434K.
Equitable Holdings made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1474 holding.
Brinker Capital Investments first reported a position in Equitable Holdings in Q2 2024 and has held it in 9 quarters since.
Brinker Capital Investments's Equitable Holdings position peaked at $1.83M in Q2 2025.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.