Cetera Investment Advisers
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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
Q2 		$1.27M Buy
28,861
+1,762
+7% +$73.7K ﹤0.01% 2813
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
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

Cetera Investment Advisers's EQH Position: Q2 2026 in Review

Cetera Investment Advisers increased its Equitable Holdings (EQH) stake by 6.5% in Q2 2026, buying an estimated $73.7K and bringing the position to 28,861 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Cetera Investment Advisers first reported a position in EQH in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.59M in Q3 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cetera Investment Advisers held 28,861 shares of Equitable Holdings worth $1.27M as of Q2 2026.
  • Cetera Investment Advisers bought 1,762 Equitable Holdings shares in Q2 2026, an estimated $73.7K.
  • Equitable Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2813 holding.
  • Cetera Investment Advisers first reported a position in Equitable Holdings in Q2 2021 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Equitable Holdings position peaked at $2.59M in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.