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Coldstream Capital Management’s Equitable Holdings EQH Stock Holding History

Coldstream Capital Management’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 		$226K Sell
6,092
-1,293
-18% -$55.4K ﹤0.01% 1069
2025
Q4 		$352K Buy
7,385
+625
+9% +$29.6K ﹤0.01% 846
2025
Q3 		$343K Buy
6,760
+1,219
+22% +$64.6K ﹤0.01% 881
2025
Q2 		$311K Buy
5,541
+65
+1% +$3.34K 0.01% 866
2025
Q1 		$285K Buy
5,476
+401
+8% +$21K 0.01% 841
2024
Q4 		$239K Buy
5,075
+17
+0.3% +$785 0.01% 935
2024
Q3 		$215K Buy
+5,058
New +$208K ﹤0.01% 997

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's EQH Position: Q1 2026 in Review

Coldstream Capital Management reduced its Equitable Holdings (EQH) stake by 18% in Q1 2026, selling an estimated $55.4K and leaving 6,092 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Coldstream Capital Management first reported a position in EQH in Q3 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Coldstream Capital Management held 6,092 shares of Equitable Holdings worth $226K as of Q1 2026.
  • Coldstream Capital Management sold 1,293 Equitable Holdings shares in Q1 2026, an estimated $55.4K.
  • Equitable Holdings made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1069 holding.
  • Coldstream Capital Management first reported a position in Equitable Holdings in Q3 2024 and has held it in 7 quarters since.
  • Coldstream Capital Management's Equitable Holdings position peaked at $352K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.