Cerity Partners
EQH icon

Cerity Partners’s Equitable Holdings EQH Stock Holding History

Cerity Partners’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 		$1.4M Sell
31,907
-19,667
-38% -$822K ﹤0.01% 1783
2026
Q1 		$1.91M Sell
51,574
-17,282
-25% -$740K ﹤0.01% 1518
2025
Q4 		$3.28M Buy
68,856
+36,390
+112% +$1.73M ﹤0.01% 1126
2025
Q3 		$1.65M Sell
32,466
-5,102
-14% -$270K ﹤0.01% 1377
2025
Q2 		$2.11M Sell
37,568
-1,901
-5% -$97.8K ﹤0.01% 1195
2025
Q1 		$2.06M Buy
39,469
+16,587
+72% +$868K ﹤0.01% 1117
2024
Q4 		$1.04M Buy
22,882
+439
+2% +$20.3K ﹤0.01% 1390
2024
Q3 		$943K Buy
22,443
+7,823
+54% +$321K ﹤0.01% 1417
2024
Q2 		$597K Sell
14,620
-2,424
-14% -$95K ﹤0.01% 1463
2024
Q1 		$648K Buy
17,044
+8,788
+106% +$299K ﹤0.01% 1477
2023
Q4 		$275K Sell
8,256
-1,524
-16% -$44.6K ﹤0.01% 1565
2023
Q3 		$278K Buy
9,780
+1,415
+17% +$39.9K ﹤0.01% 1174
2023
Q2 		$227K Sell
8,365
-208
-2% -$5.26K ﹤0.01% 1468
2023
Q1 		$218K Buy
+8,573
New +$253K ﹤0.01% 1672
2022
Q3 		– Sell
-8,400
Closed -$219K – 1196
2022
Q2 		$219K Buy
+8,400
New +$243K ﹤0.01% 1045

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 $3.38T AUM 44.17% 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

Cerity Partners's EQH Position: Q2 2026 in Review

Cerity Partners reduced its Equitable Holdings (EQH) stake by 38% in Q2 2026, selling an estimated $822K and leaving 31,907 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Cerity Partners first reported a position in EQH in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q4 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cerity Partners held 31,907 shares of Equitable Holdings worth $1.4M as of Q2 2026.
  • Cerity Partners sold 19,667 Equitable Holdings shares in Q2 2026, an estimated $822K.
  • Equitable Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1783 holding.
  • Cerity Partners first reported a position in Equitable Holdings in Q2 2022 and has held it in 15 quarters since.
  • Cerity Partners's Equitable Holdings position peaked at $3.28M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.