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Choreo LLC’s Equitable Holdings EQH Stock Holding History

Choreo LLC’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
-5,627
Closed -$209K – 1721
2026
Q1 		$209K Sell
5,627
-397
-7% -$17K ﹤0.01% 1456
2025
Q4 		$290K Sell
6,024
-895
-13% -$42.4K ﹤0.01% 1242
2025
Q3 		$351K Buy
6,919
+616
+10% +$32.6K ﹤0.01% 1139
2025
Q2 		$354K Buy
6,303
+123
+2% +$6.33K ﹤0.01% 1081
2025
Q1 		$322K Sell
6,180
-2,548
-29% -$133K 0.01% 1053
2024
Q4 		$411K Buy
8,728
+184
+2% +$8.5K 0.01% 1006
2024
Q3 		$356K Buy
8,544
+1,977
+30% +$81.1K 0.01% 1099
2024
Q2 		$268K Buy
+6,567
New +$257K ﹤0.01% 1147

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 $3.37T 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

Choreo LLC's EQH Position: Q2 2026 in Review

Choreo LLC sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 5,627 shares — an estimated $209K sold.

Choreo LLC first reported a position in EQH in Q2 2024 and held it in 8 quarters. The position peaked at $411K in Q4 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Choreo LLC reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Choreo LLC sold 5,627 Equitable Holdings shares in Q2 2026, an estimated $209K.
  • Choreo LLC first reported a position in Equitable Holdings in Q2 2024 and held it in 8 quarters.
  • Choreo LLC's Equitable Holdings position peaked at $411K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.