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Capital Advisors Ltd’s Equitable Holdings EQH Stock Holding History

Capital Advisors Ltd’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 		$3K Hold
60
– – ﹤0.01% 1047
2026
Q1 		$2K Sell
60
-5
-8% -$214 ﹤0.01% 1096
2025
Q4 		$3K Hold
65
– – ﹤0.01% 1013
2025
Q3 		$3K Hold
65
– – ﹤0.01% 1000
2025
Q2 		$4K Hold
65
– – ﹤0.01% 958
2025
Q1 		$3K Hold
65
– – ﹤0.01% 980
2024
Q4 		$3K Hold
65
– – ﹤0.01% 1006
2024
Q3 		$3K Hold
65
– – ﹤0.01% 994
2024
Q2 		$3K Hold
65
– – ﹤0.01% 982
2024
Q1 		$2K Buy
65
+49
+306% +$1.67K ﹤0.01% 1032
2023
Q4 		$1K Hold
16
– – ﹤0.01% 1125
2023
Q3 		$0 Hold
16
– – ﹤0.01% 1331
2023
Q2 		$0 Sell
16
-122
-88% -$3.09K ﹤0.01% 1355
2023
Q1 		$4K Buy
138
+23
+20% +$679 ﹤0.01% 737
2022
Q4 		$3K Buy
115
+44
+62% +$1.3K ﹤0.01% 759
2022
Q3 		$2K Buy
71
+48
+209% +$1.36K ﹤0.01% 833
2022
Q2 		$1K Buy
+23
New +$667 ﹤0.01% 771

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

Capital Advisors Ltd's EQH Position: Q2 2026 in Review

Capital Advisors Ltd held its Equitable Holdings (EQH) position steady in Q2 2026 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Capital Advisors Ltd first reported a position in EQH in Q2 2022 and has held it in 17 quarters since. The position peaked at $4K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Capital Advisors Ltd held 60 shares of Equitable Holdings worth $3K as of Q2 2026.
  • Capital Advisors Ltd left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1047 holding.
  • Capital Advisors Ltd first reported a position in Equitable Holdings in Q2 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Equitable Holdings position peaked at $4K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.