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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
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 $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

Choreo LLC's EQH Position: Q1 2026 in Review

Choreo LLC reduced its Equitable Holdings (EQH) stake by 6.6% in Q1 2026, selling an estimated $17K and leaving 5,627 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Choreo LLC first reported a position in EQH in Q2 2024 and has held it in 8 quarters since. The position peaked at $411K in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Choreo LLC held 5,627 shares of Equitable Holdings worth $209K as of Q1 2026.
  • Choreo LLC sold 397 Equitable Holdings shares in Q1 2026, an estimated $17K.
  • Equitable Holdings made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1456 holding.
  • Choreo LLC first reported a position in Equitable Holdings in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Equitable Holdings position peaked at $411K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.