Counterpoint Mutual Funds’s Equitable Holdings EQH Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-7,644	Closed	-$284K	–	328
2026 Q1	$284K	Buy	7,644 +1,346	+21%	+$57.7K	0.04%	257
2025 Q4	$300K	Buy	6,298 +192	+3%	+$9.1K	0.02%	242
2025 Q3	$310K	Sell	6,106 -7,009	-53%	-$371K	0.02%	301
2025 Q2	$736K	Buy	+13,115	New	+$675K	0.07%	89
2025 Q1	–	Sell	-14,877	Closed	-$702K	–	327
2024 Q4	$702K	Sell	14,877 -3,555	-19%	-$164K	0.09%	90
2024 Q3	$775K	Buy	+18,432	New	+$756K	0.15%	49
2023 Q1	–	Sell	-5,221	Closed	-$150K	–	378
2022 Q4	$150K	Buy	+5,221	New	+$155K	0.16%	104

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Counterpoint Mutual Funds's EQH Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 7,644 shares — an estimated $284K sold.

Counterpoint Mutual Funds first reported a position in EQH in Q4 2022 and held it in 7 quarters. The position peaked at $775K in Q3 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Counterpoint Mutual Funds reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 7,644 Equitable Holdings shares in Q2 2026, an estimated $284K.
Counterpoint Mutual Funds first reported a position in Equitable Holdings in Q4 2022 and held it in 7 quarters.
Counterpoint Mutual Funds's Equitable Holdings position peaked at $775K in Q3 2024.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.