Caprock Group’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
$1.53M Buy
+34,873
New +$1.46M 0.03% 487
2026
Q1
Sell
-41,285
Closed -$1.97M 1157
2025
Q4
$1.97M Sell
41,285
-306
-0.7% -$14.5K 0.04% 383
2025
Q3
$2.22M Buy
+41,591
New +$2.2M 0.05% 322
2025
Q1
$2.2M Sell
42,322
-7,437
-15% -$389K 0.07% 269
2024
Q4
$2.35M Buy
+49,759
New +$2.3M 0.08% 231

Other funds holding EQH

Caprock Group's EQH Position: Q2 2026 in Review

Caprock Group opened a new position in Equitable Holdings (EQH) in Q2 2026: 34,873 shares worth $1.53M. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Caprock Group previously reported a position in EQH as recently as Q4 2025.

Caprock Group first reported a position in EQH in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.35M in Q4 2024. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Caprock Group held 34,873 shares of Equitable Holdings worth $1.53M as of Q2 2026.
  • Equitable Holdings was a new Caprock Group position in Q2 2026.
  • Equitable Holdings made up 0.03% of Caprock Group's portfolio in Q2 2026, its #487 holding.
  • Caprock Group first reported a position in Equitable Holdings in Q4 2024 and has held it in 5 quarters since.
  • Caprock Group's Equitable Holdings position peaked at $2.35M in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.