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BSW Wealth Partners’s Equitable Holdings EQH Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-4,259
Closed -$239K – 336
2025
Q2 		$239K Buy
4,259
+238
+6% +$12.2K 0.03% 283
2025
Q1 		$209K Buy
+4,021
New +$211K 0.03% 288

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BSW Wealth Partners's EQH Position: Q3 2025 in Review

BSW Wealth Partners sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 4,259 shares — an estimated $239K sold.

BSW Wealth Partners first reported a position in EQH in Q1 2025 and held it in 2 quarters. The position peaked at $239K in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • BSW Wealth Partners reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 4,259 Equitable Holdings shares in Q3 2025, an estimated $239K.
  • BSW Wealth Partners first reported a position in Equitable Holdings in Q1 2025 and held it in 2 quarters.
  • BSW Wealth Partners's Equitable Holdings position peaked at $239K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.