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 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 $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

Counterpoint Mutual Funds's EQH Position: Q1 2026 in Review

Counterpoint Mutual Funds increased its Equitable Holdings (EQH) stake by 21% in Q1 2026, buying an estimated $57.7K and bringing the position to 7,644 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #257.

Counterpoint Mutual Funds first reported a position in EQH in Q4 2022 and has held it in 7 quarters since. The position peaked at $775K in Q3 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Counterpoint Mutual Funds held 7,644 shares of Equitable Holdings worth $284K as of Q1 2026.
Counterpoint Mutual Funds bought 1,346 Equitable Holdings shares in Q1 2026, an estimated $57.7K.
Equitable Holdings made up 0.04% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #257 holding.
Counterpoint Mutual Funds first reported a position in Equitable Holdings in Q4 2022 and has held it in 7 quarters since.
Counterpoint Mutual Funds's Equitable Holdings position peaked at $775K in Q3 2024.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.