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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
Q2 		$6.76K Buy
154
+11
+8% +$460 ﹤0.01% 926
2026
Q1 		$5.31K Buy
+143
New +$6.13K ﹤0.01% 964

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

Cassaday & Co Wealth Management's EQH Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Equitable Holdings (EQH) stake by 7.7% in Q2 2026, buying an estimated $460 and bringing the position to 154 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Cassaday & Co Wealth Management first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cassaday & Co Wealth Management held 154 shares of Equitable Holdings worth $6.76K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 11 Equitable Holdings shares in Q2 2026, an estimated $460.
  • Equitable Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #926 holding.
  • Cassaday & Co Wealth Management first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.