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 Q2	$266K	Sell	6,053 -39	-0.6%	-$1.63K	﹤0.01%	1019
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Coldstream Capital Management's EQH Position: Q2 2026 in Review

Coldstream Capital Management reduced its Equitable Holdings (EQH) stake by 0.64% in Q2 2026, selling an estimated $1.63K and leaving 6,053 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Coldstream Capital Management first reported a position in EQH in Q3 2024 and has held it in 8 quarters since. The position peaked at $352K in Q4 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Coldstream Capital Management held 6,053 shares of Equitable Holdings worth $266K as of Q2 2026.
Coldstream Capital Management sold 39 Equitable Holdings shares in Q2 2026, an estimated $1.63K.
Equitable Holdings made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1019 holding.
Coldstream Capital Management first reported a position in Equitable Holdings in Q3 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Equitable Holdings position peaked at $352K in Q4 2025.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.