Capstone Investment Advisors
EQH icon

Capstone Investment Advisors’s Equitable Holdings EQH Stock Holding History

Capstone Investment Advisors’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 		$3.07M Buy
+70,000
New +$2.93M 0.01% 624
2024
Q3 		– Sell
-15,981
Closed -$653K – 1993
2024
Q2 		$653K Buy
15,981
+10,339
+183% +$405K ﹤0.01% 1176
2024
Q1 		$214K Sell
5,642
-5,755
-50% -$196K ﹤0.01% 1985
2023
Q4 		$380K Buy
+11,397
New +$334K ﹤0.01% 1475

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's EQH Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Equitable Holdings (EQH) in Q2 2026: 70,000 shares worth $3.07M. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in EQH as recently as Q2 2024.

Capstone Investment Advisors first reported a position in EQH in Q4 2023 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Capstone Investment Advisors held 70,000 shares of Equitable Holdings worth $3.07M as of Q2 2026.
  • Equitable Holdings was a new Capstone Investment Advisors position in Q2 2026.
  • Equitable Holdings made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #624 holding.
  • Capstone Investment Advisors first reported a position in Equitable Holdings in Q4 2023 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.