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Clearstead Trust’s Equitable Holdings EQH Stock Holding History

Clearstead Trust’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 		$1.84K Buy
+42
New +$1.76K ﹤0.01% 891
2025
Q4 		– Sell
-217
Closed -$11K – 1173
2025
Q3 		$11K Hold
217
– – ﹤0.01% 567
2025
Q2 		$12.2K Hold
217
– – ﹤0.01% 541
2025
Q1 		$11.3K Buy
+217
New +$11.4K ﹤0.01% 445

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 Trust's EQH Position: Q2 2026 in Review

Clearstead Trust opened a new position in Equitable Holdings (EQH) in Q2 2026: 42 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in EQH as recently as Q3 2025.

Clearstead Trust first reported a position in EQH in Q1 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Clearstead Trust held 42 shares of Equitable Holdings worth $1.84K as of Q2 2026.
  • Equitable Holdings was a new Clearstead Trust position in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #891 holding.
  • Clearstead Trust first reported a position in Equitable Holdings in Q1 2025 and has held it in 4 quarters since.
  • Clearstead Trust's Equitable Holdings position peaked at $12.2K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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