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Circle Wealth Management’s EQT Corp EQT Stock Holding History

Circle Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Buy
9,611
+6,140
+177% +$344K 0.01% 196
2026
Q1 		$221K Buy
+3,471
New +$203K ﹤0.01% 253

Other funds holding EQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Circle Wealth Management's EQT Position: Q2 2026 in Review

Circle Wealth Management increased its EQT Corp (EQT) stake by 177% in Q2 2026, buying an estimated $344K and bringing the position to 9,611 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #196.

Circle Wealth Management first reported a position in EQT in Q1 2026 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold EQT as of Q2 2026.

  • Circle Wealth Management held 9,611 shares of EQT Corp worth $511K as of Q2 2026.
  • Circle Wealth Management bought 6,140 EQT Corp shares in Q2 2026, an estimated $344K.
  • EQT Corp made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Circle Wealth Management first reported a position in EQT Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held EQT Corp as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.