Caldwell Trust’s EQT Corp EQT Stock Holding History

Caldwell Trust’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$243K	Hold	5,000	–	–	0.02%	312
2026 Q2	$266K	Hold	5,000	–	–	0.02%	299
2026 Q1	$318K	Hold	5,000	–	–	0.03%	275
2025 Q4	$268K	Hold	5,000	–	–	0.02%	291
2025 Q3	$272K	Hold	5,000	–	–	0.03%	283
2025 Q2	$292K	Hold	5,000	–	–	0.03%	273
2025 Q1	$267K	Hold	5,000	–	–	0.03%	286
2024 Q4	$231K	Hold	5,000	–	–	0.02%	299
2024 Q3	$183K	Sell	5,000 -225	-4%	-$7.65K	0.02%	325
2024 Q2	$193K	Hold	5,225	–	–	0.02%	312
2024 Q1	$194K	Hold	5,225	–	–	0.02%	312
2023 Q4	$202K	Hold	5,225	–	–	0.03%	297
2023 Q3	$212K	Hold	5,225	–	–	0.03%	285
2023 Q2	$215K	Hold	5,225	–	–	0.03%	287
2023 Q1	$167K	Buy	5,225 +3,475	+199%	+$111K	0.02%	304
2022 Q4	$59.2K	Buy	+1,750	New	+$70.2K	0.01%	398

Other funds holding EQT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Caldwell Trust's EQT Position: Q3 2026 in Review

Caldwell Trust held its EQT Corp (EQT) position steady in Q3 2026 at 5,000 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #312.

Caldwell Trust first reported a position in EQT in Q4 2022 and has held it in 16 quarters since. The position peaked at $318K in Q1 2026. 866 funds tracked by Wall St. Rank hold EQT as of Q3 2026.

Caldwell Trust held 5,000 shares of EQT Corp worth $243K as of Q3 2026.
Caldwell Trust left its EQT Corp share count unchanged in Q3 2026.
EQT Corp made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #312 holding.
Caldwell Trust first reported a position in EQT Corp in Q4 2022 and has held it in 16 quarters since.
Caldwell Trust's EQT Corp position peaked at $318K in Q1 2026.
866 funds tracked by Wall St. Rank held EQT Corp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.