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Carolina Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Carolina Wealth 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
Q1 		– Sell
-1,222
Closed -$58.2K – 300
2025
Q4 		$58.2K Sell
1,222
-32,960
-96% -$1.56M 0.03% 112
2025
Q3 		$1.74M Buy
34,182
+7,529
+28% +$399K 0.75% 28
2025
Q2 		$1.5M Buy
26,653
+6,450
+32% +$332K 0.74% 25
2025
Q1 		$1.05M Buy
20,203
+15,031
+291% +$787K 0.57% 25
2024
Q4 		$244K Buy
5,172
+4,019
+349% +$186K 0.13% 53
2024
Q3 		$48.5K Buy
+1,153
New +$47.3K 0.02% 115

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 $181B AUM 41.77% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's EQH Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 1,222 shares — an estimated $58.2K sold.

Carolina Wealth Advisors first reported a position in EQH in Q3 2024 and held it in 6 quarters. The position peaked at $1.74M in Q3 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,222 Equitable Holdings shares in Q1 2026, an estimated $58.2K.
  • Carolina Wealth Advisors first reported a position in Equitable Holdings in Q3 2024 and held it in 6 quarters.
  • Carolina Wealth Advisors's Equitable Holdings position peaked at $1.74M in Q3 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.