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Confluence Wealth Services’s EQT Corp EQT Stock Holding History

Confluence Wealth Services’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,871
Closed -$265K – 377
2025
Q3 		$265K Hold
4,871
– – 0.01% 330
2025
Q2 		$284K Sell
4,871
-100
-2% -$5.4K 0.02% 317
2025
Q1 		$242K Buy
+4,971
New +$254K 0.02% 314
2022
Q1 		– Sell
-2,560
Closed -$55K – 502
2021
Q4 		$55K Buy
+2,560
New +$53.6K 0.02% 450

Other funds holding EQT

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Confluence Wealth Services's EQT Position: Q4 2025 in Review

Confluence Wealth Services sold out of EQT Corp (EQT) in Q4 2025, closing a stake of 4,871 shares — an estimated $265K sold.

Confluence Wealth Services first reported a position in EQT in Q4 2021 and held it in 4 quarters. The position peaked at $284K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold EQT as of Q4 2025.

  • Confluence Wealth Services reported no remaining EQT Corp position as of Q4 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 4,871 EQT Corp shares in Q4 2025, an estimated $265K.
  • Confluence Wealth Services first reported a position in EQT Corp in Q4 2021 and held it in 4 quarters.
  • Confluence Wealth Services's EQT Corp position peaked at $284K in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held EQT Corp as of Q4 2025.

Based on Confluence Wealth Services's 13F filing for Q4 2025, filed 28 Jan 2026.