Conifer Management’s Equitable Holdings EQH Stock Holding History

Conifer 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	$184M	Hold	4,200,000	–	–	30.38%	2
2026 Q1	$156M	Hold	4,200,000	–	–	29.75%	2
2025 Q4	$200M	Hold	4,200,000	–	–	33.16%	2
2025 Q3	$213M	Sell	4,200,000 -800,000	-16%	-$42.4M	33.8%	2
2025 Q2	$281M	Hold	5,000,000	–	–	36.51%	1
2025 Q1	$260M	Hold	5,000,000	–	–	39.48%	1
2024 Q4	$236M	Sell	5,000,000 -1,000,000	-17%	-$46.2M	30.4%	2
2024 Q3	$252M	Hold	6,000,000	–	–	28.87%	1
2024 Q2	$245M	Sell	6,000,000 -854,000	-12%	-$33.5M	30.06%	1
2024 Q1	$261M	Sell	6,854,000 -746,000	-10%	-$25.4M	28.75%	1
2023 Q4	$253M	Hold	7,600,000	–	–	24.57%	2
2023 Q3	$216M	Hold	7,600,000	–	–	24.32%	2
2023 Q2	$206M	Hold	7,600,000	–	–	22.65%	3
2023 Q1	$193M	Hold	7,600,000	–	–	23.16%	2
2022 Q4	$218M	Sell	7,600,000 -400,000	-5%	-$11.8M	26.53%	2
2022 Q3	$211M	Hold	8,000,000	–	–	29.98%	2
2022 Q2	$209M	Sell	8,000,000 -1,204,377	-13%	-$34.9M	31.51%	1
2022 Q1	$285M	Buy	9,204,377 +880,600	+11%	+$29M	32.6%	1
2021 Q4	$273M	Hold	8,323,777	–	–	19.11%	2
2021 Q3	$247M	Hold	8,323,777	–	–	17.04%	3
2021 Q2	$253M	Sell	8,323,777 -676,223	-8%	-$22.1M	17.1%	3
2021 Q1	$294M	Hold	9,000,000	–	–	18.04%	3
2020 Q4	$230M	Buy	9,000,000 +1,900,000	+27%	+$44.4M	13.97%	2
2020 Q3	$130M	Buy	7,100,000 +2,200,730	+45%	+$44.3M	9.07%	5
2020 Q2	$94.5M	Buy	4,899,270 +3,099,270	+172%	+$55.4M	6.53%	6
2020 Q1	$26M	Hold	1,800,000	–	–	2.05%	10
2019 Q4	$44.6M	Buy	+1,800,000	New	+$41.7M	2.14%	10

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 $3.37T AUM 44.26% 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

Conifer Management's EQH Position: Q2 2026 in Review

Conifer Management held its Equitable Holdings (EQH) position steady in Q2 2026 at 4,200,000 shares worth $184M. The position accounts for 30.38% of the portfolio, ranked #2.

Conifer Management first reported a position in EQH in Q4 2019 and has held it in 27 quarters since. The position peaked at $294M in Q1 2021. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Conifer Management held 4,200,000 shares of Equitable Holdings worth $184M as of Q2 2026.
Conifer Management left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up 30.38% of Conifer Management's portfolio in Q2 2026, its #2 holding.
Conifer Management first reported a position in Equitable Holdings in Q4 2019 and has held it in 27 quarters since.
Conifer Management's Equitable Holdings position peaked at $294M in Q1 2021.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Conifer Management's 13F filing for Q2 2026, filed 13 Aug 2026.