Catalyst Funds Management’s Equitable Holdings EQH Stock Holding History

Catalyst Funds 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	$2M	Buy	45,601 +38,259	+521%	+$1.6M	0.11%	185
2026 Q1	$272K	Buy	+7,342	New	+$315K	0.05%	382
2025 Q4	–	Sell	-9,500	Closed	-$482K	–	405
2025 Q3	$482K	Buy	9,500 +2,356	+33%	+$125K	0.07%	243
2025 Q2	$401K	Sell	7,144 -10,496	-60%	-$540K	0.11%	235
2025 Q1	$919K	Buy	17,640 +12,840	+268%	+$672K	0.24%	118
2024 Q4	$226K	Buy	+4,800	New	+$222K	0.06%	242
2024 Q3	–	Sell	-4,600	Closed	-$188K	–	1388
2024 Q2	$188K	Buy	4,600 +3,400	+283%	+$133K	0.05%	212
2024 Q1	$45.6K	Buy	+1,200	New	+$40.8K	0.01%	584

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Catalyst Funds Management's EQH Position: Q2 2026 in Review

Catalyst Funds Management increased its Equitable Holdings (EQH) stake by 521% in Q2 2026, buying an estimated $1.6M and bringing the position to 45,601 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #185.

Catalyst Funds Management first reported a position in EQH in Q1 2024 and has held it in 8 quarters since. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Catalyst Funds Management held 45,601 shares of Equitable Holdings worth $2M as of Q2 2026.
Catalyst Funds Management bought 38,259 Equitable Holdings shares in Q2 2026, an estimated $1.6M.
Equitable Holdings made up 0.11% of Catalyst Funds Management's portfolio in Q2 2026, its #185 holding.
Catalyst Funds Management first reported a position in Equitable Holdings in Q1 2024 and has held it in 8 quarters since.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.