CAG
EQH icon

Compass Advisory Group’s Equitable Holdings EQH Stock Holding History

Compass Advisory Group’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
6,060
-6,862
-53% -$287K 0.06% 81
2026
Q1 		$480K Buy
+12,922
New +$554K 0.13% 65

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

Compass Advisory Group's EQH Position: Q2 2026 in Review

Compass Advisory Group reduced its Equitable Holdings (EQH) stake by 53% in Q2 2026, selling an estimated $287K and leaving 6,060 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #81.

Compass Advisory Group first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. The position peaked at $480K in Q1 2026. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Compass Advisory Group held 6,060 shares of Equitable Holdings worth $266K as of Q2 2026.
  • Compass Advisory Group sold 6,862 Equitable Holdings shares in Q2 2026, an estimated $287K.
  • Equitable Holdings made up 0.06% of Compass Advisory Group's portfolio in Q2 2026, its #81 holding.
  • Compass Advisory Group first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • Compass Advisory Group's Equitable Holdings position peaked at $480K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.