CAPTRUST Financial Advisors
EQH icon

CAPTRUST Financial Advisors’s Equitable Holdings EQH Stock Holding History

CAPTRUST Financial 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 		$329K Sell
7,496
-6,668
-47% -$279K ﹤0.01% 2513
2026
Q1 		$525K Buy
14,164
+5,590
+65% +$239K ﹤0.01% 2001
2025
Q4 		$409K Buy
8,574
+1,356
+19% +$64.3K ﹤0.01% 2026
2025
Q3 		$367K Buy
7,218
+885
+14% +$46.9K ﹤0.01% 2026
2025
Q2 		$355K Sell
6,333
-571
-8% -$29.4K ﹤0.01% 1942
2025
Q1 		$360K Buy
6,904
+2,083
+43% +$109K ﹤0.01% 1841
2024
Q4 		$227K Buy
+4,821
New +$223K ﹤0.01% 2081
2024
Q1 		– Sell
-7,432
Closed -$247K – 2308
2023
Q4 		$247K Buy
+7,432
New +$218K ﹤0.01% 2239
2022
Q3 		– Sell
-5,634
Closed -$147K – 2650
2022
Q2 		$147K Sell
5,634
-222
-4% -$6.43K ﹤0.01% 1913
2022
Q1 		$181K Buy
5,856
+1,355
+30% +$44.7K ﹤0.01% 1797
2021
Q4 		$148K Buy
4,501
+530
+13% +$17.4K ﹤0.01% 1861
2021
Q3 		$118K Buy
3,971
+186
+5% +$5.63K ﹤0.01% 1933
2021
Q2 		$115K Buy
3,785
+68
+2% +$2.22K ﹤0.01% 1916
2021
Q1 		$121K Buy
+3,717
New +$107K ﹤0.01% 1813

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

CAPTRUST Financial Advisors's EQH Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Equitable Holdings (EQH) stake by 47% in Q2 2026, selling an estimated $279K and leaving 7,496 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

CAPTRUST Financial Advisors first reported a position in EQH in Q1 2021 and has held it in 14 quarters since. The position peaked at $525K in Q1 2026. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,496 shares of Equitable Holdings worth $329K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,668 Equitable Holdings shares in Q2 2026, an estimated $279K.
  • Equitable Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2513 holding.
  • CAPTRUST Financial Advisors first reported a position in Equitable Holdings in Q1 2021 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Equitable Holdings position peaked at $525K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.