Continuum Advisory’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.75K Buy
+131
New +$5.48K ﹤0.01% 1429
2025
Q2
Sell
-176
Closed -$9.17K 746
2025
Q1
$9.17K Sell
176
-390
-69% -$20.4K ﹤0.01% 1000
2024
Q4
$26.7K Sell
566
-39
-6% -$1.8K ﹤0.01% 792
2024
Q3
$28.8K Sell
605
-105
-15% -$4.31K ﹤0.01% 764
2024
Q2
$29K Buy
710
+5
+0.7% +$196 ﹤0.01% 721
2024
Q1
$27.9K Buy
+705
New +$24K ﹤0.01% 719

Other funds holding EQH

Continuum Advisory's EQH Position: Q2 2026 in Review

Continuum Advisory opened a new position in Equitable Holdings (EQH) in Q2 2026: 131 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in EQH as recently as Q1 2025.

Continuum Advisory first reported a position in EQH in Q1 2024 and has held it in 6 quarters since. The position peaked at $29K in Q2 2024. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Continuum Advisory held 131 shares of Equitable Holdings worth $5.75K as of Q2 2026.
  • Equitable Holdings was a new Continuum Advisory position in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1429 holding.
  • Continuum Advisory first reported a position in Equitable Holdings in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Equitable Holdings position peaked at $29K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.