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
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 $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

Caitlin John's EQH Position: Q1 2026 in Review

Caitlin John reduced its Equitable Holdings (EQH) stake by 2.5% in Q1 2026, selling an estimated $514 and leaving 461 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #448.

Caitlin John first reported a position in EQH in Q2 2025 and has held it in 4 quarters since. The position peaked at $388K in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Caitlin John held 461 shares of Equitable Holdings worth $17.1K as of Q1 2026.
  • Caitlin John sold 12 Equitable Holdings shares in Q1 2026, an estimated $514.
  • Equitable Holdings made up 0.01% of Caitlin John's portfolio in Q1 2026, its #448 holding.
  • Caitlin John first reported a position in Equitable Holdings in Q2 2025 and has held it in 4 quarters since.
  • Caitlin John's Equitable Holdings position peaked at $388K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.