Coston McIsaac & Partners’s Equitable Holdings EQH Stock Holding History

Coston McIsaac & Partners’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	$2K	Hold	70	–	–	﹤0.01%	750
2025 Q4	$3K	Hold	70	–	–	﹤0.01%	709
2025 Q3	$3K	Hold	70	–	–	﹤0.01%	678
2025 Q2	$3K	Hold	70	–	–	﹤0.01%	656
2025 Q1	$3K	Hold	70	–	–	﹤0.01%	640
2024 Q4	$3K	Hold	70	–	–	﹤0.01%	644
2024 Q3	$2	Hold	70	–	–	﹤0.01%	686
2024 Q2	$2K	Hold	70	–	–	﹤0.01%	657
2024 Q1	$2K	Hold	70	–	–	﹤0.01%	648
2023 Q4	$2K	Hold	70	–	–	﹤0.01%	648
2023 Q3	$1K	Hold	70	–	–	﹤0.01%	682
2023 Q2	$1K	Hold	70	–	–	﹤0.01%	724
2023 Q1	$1K	Hold	70	–	–	﹤0.01%	749
2022 Q4	$2	Hold	70	–	–	﹤0.01%	677
2022 Q3	$1K	Hold	70	–	–	﹤0.01%	642
2022 Q2	$2K	Buy	+70	New	+$2.03K	﹤0.01%	420

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coston McIsaac & Partners's EQH Position: Q1 2026 in Review

Coston McIsaac & Partners held its Equitable Holdings (EQH) position steady in Q1 2026 at 70 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Coston McIsaac & Partners first reported a position in EQH in Q2 2022 and has held it in 16 quarters since. The position peaked at $3K in Q4 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Coston McIsaac & Partners held 70 shares of Equitable Holdings worth $2K as of Q1 2026.
Coston McIsaac & Partners left its Equitable Holdings share count unchanged in Q1 2026.
Equitable Holdings made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #750 holding.
Coston McIsaac & Partners first reported a position in Equitable Holdings in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's Equitable Holdings position peaked at $3K in Q4 2025.
540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.