CJ
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Caitlin John’s Equitable Holdings EQH Stock Holding History

Caitlin John’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 		$20.2K Hold
461
– – 0.01% 500
2026
Q1 		$17.1K Sell
461
-12
-3% -$514 0.01% 448
2025
Q4 		$22.5K Sell
473
-7,175
-94% -$340K 0.01% 428
2025
Q3 		$388K Buy
7,648
+1,292
+20% +$68.4K 0.27% 86
2025
Q2 		$357K Buy
+6,356
New +$327K 0.32% 73

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

Caitlin John's EQH Position: Q2 2026 in Review

Caitlin John held its Equitable Holdings (EQH) position steady in Q2 2026 at 461 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #500.

Caitlin John first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q3 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Caitlin John held 461 shares of Equitable Holdings worth $20.2K as of Q2 2026.
  • Caitlin John left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up 0.01% of Caitlin John's portfolio in Q2 2026, its #500 holding.
  • Caitlin John first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • Caitlin John's Equitable Holdings position peaked at $388K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.