Corient Private Wealth
EQH icon

Corient Private Wealth’s Equitable Holdings EQH Stock Holding History

Corient Private Wealth’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
Q1 		$1.26M Sell
34,001
-49,459
-59% -$2.12M ﹤0.01% 1509
2025
Q4 		$3.98M Buy
83,460
+36,093
+76% +$1.71M ﹤0.01% 1170
2025
Q3 		$2.41M Buy
47,367
+8,847
+23% +$469K ﹤0.01% 984
2025
Q2 		$2.16M Sell
38,520
-8,912
-19% -$458K ﹤0.01% 1013
2025
Q1 		$2.47M Sell
47,432
-1,114
-2% -$58.3K ﹤0.01% 901
2024
Q4 		$2.29M Sell
48,546
-1,673
-3% -$77.3K ﹤0.01% 945
2024
Q3 		$2.11M Buy
50,219
+7,035
+16% +$289K ﹤0.01% 1070
2024
Q2 		$1.76M Sell
43,184
-1,596
-4% -$62.5K ﹤0.01% 1077
2024
Q1 		$1.7M Sell
44,780
-653
-1% -$22.2K ﹤0.01% 1102
2023
Q4 		$1.51M Sell
45,433
-1,498
-3% -$43.9K ﹤0.01% 1126
2023
Q3 		$1.33M Sell
46,931
-2,467
-5% -$69.6K ﹤0.01% 1083
2023
Q2 		$1.34M Sell
49,398
-16,645
-25% -$421K ﹤0.01% 1051
2023
Q1 		$1.68M Sell
66,043
-11,045
-14% -$326K ﹤0.01% 903
2022
Q4 		$2.21M Buy
+77,088
New +$2.28M 0.01% 675

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's EQH Position: Q1 2026 in Review

Corient Private Wealth reduced its Equitable Holdings (EQH) stake by 59% in Q1 2026, selling an estimated $2.12M and leaving 34,001 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Corient Private Wealth first reported a position in EQH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.98M in Q4 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Corient Private Wealth held 34,001 shares of Equitable Holdings worth $1.26M as of Q1 2026.
  • Corient Private Wealth sold 49,459 Equitable Holdings shares in Q1 2026, an estimated $2.12M.
  • Equitable Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1509 holding.
  • Corient Private Wealth first reported a position in Equitable Holdings in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Equitable Holdings position peaked at $3.98M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.