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
Q2 		$944K Sell
21,516
-12,485
-37% -$522K ﹤0.01% 1854
2026
Q1 		$1.26M Sell
34,001
-12,171
-26% -$521K ﹤0.01% 1509
2025
Q4 		$2.2M Sell
46,172
-1,195
-3% -$56.7K ﹤0.01% 1103
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 $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

Corient Private Wealth's EQH Position: Q2 2026 in Review

Corient Private Wealth reduced its Equitable Holdings (EQH) stake by 37% in Q2 2026, selling an estimated $522K and leaving 21,516 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Corient Private Wealth first reported a position in EQH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.47M in Q1 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Corient Private Wealth held 21,516 shares of Equitable Holdings worth $944K as of Q2 2026.
  • Corient Private Wealth sold 12,485 Equitable Holdings shares in Q2 2026, an estimated $522K.
  • Equitable Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1854 holding.
  • Corient Private Wealth first reported a position in Equitable Holdings in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Equitable Holdings position peaked at $2.47M in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.