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Chicago Partners Investment Group’s Equitable Holdings EQH Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-5,003
Closed -$208K – 1621
2026
Q1 		$208K Buy
+5,003
New +$214K ﹤0.01% 1327

Other funds holding EQH

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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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's EQH Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 5,003 shares — an estimated $208K sold.

Chicago Partners Investment Group first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 5,003 Equitable Holdings shares in Q2 2026, an estimated $208K.
  • Chicago Partners Investment Group first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
  • Chicago Partners Investment Group's Equitable Holdings position peaked at $208K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.