Capital Insight Partners’s Equitable Holdings EQH Stock Holding History

Capital Insight Partners’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	–	Sell	-21,296	Closed	-$1.02M	–	32
2025 Q4	$1.02M	Sell	21,296 -606	-3%	-$28.7K	0.22%	84
2025 Q3	$1.11M	Sell	21,902 -176	-0.8%	-$9.32K	0.18%	87
2025 Q2	$1.24M	Hold	22,078	–	–	0.22%	83
2025 Q1	$1.15M	Buy	22,078 +1,062	+5%	+$55.6K	0.2%	86
2024 Q4	$991K	Buy	21,016 +2,700	+15%	+$125K	0.17%	93
2024 Q3	$770K	Buy	18,316 +704	+4%	+$28.9K	0.13%	107
2024 Q2	$720K	Buy	17,612 +440	+3%	+$17.2K	0.14%	106
2024 Q1	$653K	Buy	17,172 +5,104	+42%	+$174K	0.12%	113
2023 Q4	$402K	Buy	12,068 +1,232	+11%	+$36.1K	0.08%	129
2023 Q3	$308K	Buy	10,836 +1,056	+11%	+$29.8K	0.07%	135
2023 Q2	$266K	Buy	+9,780	New	+$248K	0.06%	147

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Insight Partners's EQH Position: Q1 2026 in Review

Capital Insight Partners sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 21,296 shares — an estimated $1.02M sold.

Capital Insight Partners first reported a position in EQH in Q2 2023 and held it in 11 quarters. The position peaked at $1.24M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Capital Insight Partners reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 21,296 Equitable Holdings shares in Q1 2026, an estimated $1.02M.
Capital Insight Partners first reported a position in Equitable Holdings in Q2 2023 and held it in 11 quarters.
Capital Insight Partners's Equitable Holdings position peaked at $1.24M in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.