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Clearstead Advisors’s Equitable Holdings EQH Stock Holding History

Clearstead Advisors’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 		$8.91K Sell
203
-30,445
-99% -$1.27M ﹤0.01% 2015
2026
Q1 		$1.14M Buy
30,648
+4,722
+18% +$202K 0.01% 481
2025
Q4 		$1.24M Buy
25,926
+329
+1% +$15.6K 0.02% 418
2025
Q3 		$1.3M Sell
25,597
-1,260
-5% -$66.7K 0.02% 395
2025
Q2 		$1.51M Buy
26,857
+430
+2% +$22.1K 0.02% 367
2025
Q1 		$1.38M Sell
26,427
-1,874
-7% -$98.1K 0.02% 356
2024
Q4 		$1.33M Sell
28,301
-769
-3% -$35.5K 0.02% 358
2024
Q3 		$1.22M Buy
29,070
+898
+3% +$36.8K 0.02% 384
2024
Q2 		$1.15M Buy
+28,172
New +$1.1M 0.02% 363

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

Clearstead Advisors's EQH Position: Q2 2026 in Review

Clearstead Advisors reduced its Equitable Holdings (EQH) stake by 99% in Q2 2026, selling an estimated $1.27M and leaving 203 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Clearstead Advisors first reported a position in EQH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Clearstead Advisors held 203 shares of Equitable Holdings worth $8.91K as of Q2 2026.
  • Clearstead Advisors sold 30,445 Equitable Holdings shares in Q2 2026, an estimated $1.27M.
  • Equitable Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2015 holding.
  • Clearstead Advisors first reported a position in Equitable Holdings in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Equitable Holdings position peaked at $1.51M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.