Cetera Investment Advisers’s Equitable Holdings EQH Stock Holding History

Cetera Investment Advisers’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	$1.01M	Sell	27,099 -7,890	-23%	-$338K	﹤0.01%	2896
2025 Q4	$1.67M	Sell	34,989 -15,969	-31%	-$757K	﹤0.01%	2374
2025 Q3	$2.59M	Buy	50,958 +5,418	+12%	+$287K	﹤0.01%	1953
2025 Q2	$2.55M	Buy	45,540 +5,348	+13%	+$275K	﹤0.01%	1665
2025 Q1	$2.09M	Buy	+40,192	New	+$2.1M	﹤0.01%	1719
2024 Q3	–	Sell	-23,832	Closed	-$974K	–	3791
2024 Q2	$974K	Buy	23,832 +3,860	+19%	+$151K	﹤0.01%	2094
2024 Q1	$759K	Buy	19,972 +13,173	+194%	+$448K	﹤0.01%	2289
2023 Q4	$226K	Buy	+6,799	New	+$199K	﹤0.01%	1965
2023 Q1	–	Sell	-7,320	Closed	-$210K	–	2186
2022 Q4	$210K	Buy	+7,320	New	+$217K	﹤0.01%	1878
2021 Q3	–	Sell	-6,593	Closed	-$201K	–	1812
2021 Q2	$201K	Buy	+6,593	New	+$215K	﹤0.01%	1672

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's EQH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Equitable Holdings (EQH) stake by 23% in Q1 2026, selling an estimated $338K and leaving 27,099 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Cetera Investment Advisers first reported a position in EQH in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.59M in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Cetera Investment Advisers held 27,099 shares of Equitable Holdings worth $1.01M as of Q1 2026.
Cetera Investment Advisers sold 7,890 Equitable Holdings shares in Q1 2026, an estimated $338K.
Equitable Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2896 holding.
Cetera Investment Advisers first reported a position in Equitable Holdings in Q2 2021 and has held it in 10 quarters since.
Cetera Investment Advisers's Equitable Holdings position peaked at $2.59M in Q3 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.