CPG
EQH icon

Cornerstone Planning Group’s Equitable Holdings EQH Stock Holding History

Cornerstone Planning Group’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 		$82.5K Sell
1,693
-349
-17% -$14.6K 0.01% 283
2026
Q1 		$89.9K Buy
2,042
+29
+1% +$1.24K 0.01% 269
2025
Q4 		$92.8K Sell
2,013
-771
-28% -$36.6K 0.01% 223
2025
Q3 		$135K Sell
2,784
-2
-0.1% -$106 0.02% 183
2025
Q2 		$142K Sell
2,786
-1,042
-27% -$53.6K 0.03% 107
2025
Q1 		$187K Buy
3,828
+535
+16% +$28K 0.04% 90
2024
Q4 		$175K Hold
3,293
– – 0.04% 77
2024
Q3 		$151K Sell
3,293
-36
-1% -$1.48K 0.04% 90
2024
Q2 		$123K Sell
3,329
-280
-8% -$11K 0.04% 116
2024
Q1 		$139K Buy
3,609
+1,019
+39% +$34.7K 0.04% 93
2023
Q4 		$86.2K Buy
2,590
+87
+3% +$2.55K 0.03% 130
2023
Q3 		$71.1K Sell
2,503
-179
-7% -$5.05K 0.03% 141
2023
Q2 		$72.8K Buy
+2,682
New +$67.9K 0.03% 176

Other funds holding EQH

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Cornerstone Planning Group's EQH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Equitable Holdings (EQH) stake by 17% in Q2 2026, selling an estimated $14.6K and leaving 1,693 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Cornerstone Planning Group first reported a position in EQH in Q2 2023 and has held it in 13 quarters since. The position peaked at $187K in Q1 2025. 216 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cornerstone Planning Group held 1,693 shares of Equitable Holdings worth $82.5K as of Q2 2026.
  • Cornerstone Planning Group sold 349 Equitable Holdings shares in Q2 2026, an estimated $14.6K.
  • Equitable Holdings made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #283 holding.
  • Cornerstone Planning Group first reported a position in Equitable Holdings in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Equitable Holdings position peaked at $187K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.