CMA
EQH icon

Cedar Mountain Advisors’s Equitable Holdings EQH Stock Holding History

Cedar Mountain 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 		$3.16K Hold
72
– – ﹤0.01% 799
2026
Q1 		$2.67K Buy
+72
New +$3.08K ﹤0.01% 792

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors's EQH Position: Q2 2026 in Review

Cedar Mountain Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 72 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Cedar Mountain Advisors first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cedar Mountain Advisors held 72 shares of Equitable Holdings worth $3.16K as of Q2 2026.
  • Cedar Mountain Advisors left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #799 holding.
  • Cedar Mountain Advisors first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.