Capital International Investors
EQH icon

Capital International Investors’s Equitable Holdings EQH Stock Holding History

Capital International Investors’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 		$387M Sell
10,429,923
-3,115,705
-23% -$133M 0.09% 167
2025
Q4 		$645M Buy
13,545,628
+2,532,791
+23% +$120M 0.1% 153
2025
Q3 		$559M Buy
11,012,837
+3,645,301
+49% +$193M 0.09% 165
2025
Q2 		$413M Buy
7,367,536
+3,147,729
+75% +$162M 0.07% 170
2025
Q1 		$220M Buy
4,219,807
+1,618,164
+62% +$84.7M 0.04% 211
2024
Q4 		$123M Buy
2,601,643
+508,030
+24% +$23.5M 0.02% 267
2024
Q3 		$88M Buy
2,093,613
+901,342
+76% +$37M 0.02% 289
2024
Q2 		$48.7M Buy
+1,192,271
New +$46.7M 0.01% 317

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital International Investors's EQH Position: Q1 2026 in Review

Capital International Investors reduced its Equitable Holdings (EQH) stake by 23% in Q1 2026, selling an estimated $133M and leaving 10,429,923 shares worth $387M. The position accounts for 0.09% of the portfolio, ranked #167.

Capital International Investors first reported a position in EQH in Q2 2024 and has held it in 8 quarters since. The position peaked at $645M in Q4 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Capital International Investors held 10,429,923 shares of Equitable Holdings worth $387M as of Q1 2026.
  • Capital International Investors sold 3,115,705 Equitable Holdings shares in Q1 2026, an estimated $133M.
  • Equitable Holdings made up 0.09% of Capital International Investors's portfolio in Q1 2026, its #167 holding.
  • Capital International Investors first reported a position in Equitable Holdings in Q2 2024 and has held it in 8 quarters since.
  • Capital International Investors's Equitable Holdings position peaked at $645M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.