Cassaday & Co Wealth Management’s Equitable Holdings EQH Stock Holding History

Cassaday & Co Wealth Management’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	$5.31K	Buy	+143	New	+$6.13K	﹤0.01%	964

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's EQH Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Equitable Holdings (EQH) in Q1 2026: 143 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Cassaday & Co Wealth Management held 143 shares of Equitable Holdings worth $5.31K as of Q1 2026.
Equitable Holdings was a new Cassaday & Co Wealth Management position in Q1 2026.
Equitable Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #964 holding.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.