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
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 $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's EQH Position: Q1 2026 in Review

Cerity Partners reduced its Equitable Holdings (EQH) stake by 25% in Q1 2026, selling an estimated $740K and leaving 51,574 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Cerity Partners first reported a position in EQH in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.28M in Q4 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Cerity Partners held 51,574 shares of Equitable Holdings worth $1.91M as of Q1 2026.
  • Cerity Partners sold 17,282 Equitable Holdings shares in Q1 2026, an estimated $740K.
  • Equitable Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1518 holding.
  • Cerity Partners first reported a position in Equitable Holdings in Q2 2022 and has held it in 14 quarters since.
  • Cerity Partners's Equitable Holdings position peaked at $3.28M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.