Cambridge Investment Research Advisors’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$476K Buy
+10,858
New +$454K ﹤0.01% 3008
2026
Q1
Sell
-5,517
Closed -$263K 3975
2025
Q4
$263K Buy
+5,517
New +$262K ﹤0.01% 3330
2024
Q4
Sell
-19,956
Closed -$839K 3509
2024
Q3
$839K Sell
19,956
-3,552
-15% -$146K ﹤0.01% 1983
2024
Q2
$961K Buy
+23,508
New +$921K ﹤0.01% 1807

Other funds holding EQH

Cambridge Investment Research Advisors's EQH Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Equitable Holdings (EQH) in Q2 2026: 10,858 shares worth $476K. The stake represents ﹤0.01% of the portfolio and ranks #3008 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in EQH as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in EQH in Q2 2024 and has held it in 4 quarters since. The position peaked at $961K in Q2 2024. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,858 shares of Equitable Holdings worth $476K as of Q2 2026.
  • Equitable Holdings was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3008 holding.
  • Cambridge Investment Research Advisors first reported a position in Equitable Holdings in Q2 2024 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's Equitable Holdings position peaked at $961K in Q2 2024.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.