Commonwealth Equity Services
EQH icon

Commonwealth Equity Services’s Equitable Holdings EQH Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-131,861
Closed -$6.7M – 4339
2025
Q3 		$6.7M Buy
131,861
+125,842
+2,091% +$6.67M 0.01% 1149
2025
Q2 		$338K Buy
6,019
+203
+3% +$10.4K ﹤0.01% 3486
2025
Q1 		$303K Buy
5,816
+142
+3% +$7.43K ﹤0.01% 3485
2024
Q4 		$268K Buy
5,674
+99
+2% +$4.57K ﹤0.01% 3518
2024
Q3 		$234K Sell
5,575
-127,396
-96% -$5.23M ﹤0.01% 3563
2024
Q2 		$5.43M Buy
132,971
+127,627
+2,388% +$5M 0.01% 1139
2024
Q1 		$203K Sell
5,344
-1,390
-21% -$47.3K ﹤0.01% 3615
2023
Q4 		$224K Sell
6,734
-7,590
-53% -$222K ﹤0.01% 3419
2023
Q3 		$407K Sell
14,324
-10,050
-41% -$284K ﹤0.01% 2769
2023
Q2 		$662K Buy
24,374
+12,922
+113% +$327K ﹤0.01% 2397
2023
Q1 		$290K Buy
+11,452
New +$338K ﹤0.01% 2998

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Commonwealth Equity Services's EQH Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 131,861 shares — an estimated $6.7M sold.

Commonwealth Equity Services first reported a position in EQH in Q1 2023 and held it in 11 quarters. The position peaked at $6.7M in Q3 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 131,861 Equitable Holdings shares in Q4 2025, an estimated $6.7M.
  • Commonwealth Equity Services first reported a position in Equitable Holdings in Q1 2023 and held it in 11 quarters.
  • Commonwealth Equity Services's Equitable Holdings position peaked at $6.7M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.