CA
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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
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 $5.7T 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