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EQH icon

Covestor’s Equitable Holdings EQH Stock Holding History

Covestor’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 		$7K Sell
159
-7
-4% -$293 ﹤0.01% 1771
2026
Q1 		$6K Sell
166
-562
-77% -$24.1K ﹤0.01% 1724
2025
Q4 		$35K Buy
728
+404
+125% +$19.2K 0.02% 1034
2025
Q3 		$16K Sell
324
-192
-37% -$10.2K 0.01% 1363
2025
Q2 		$29K Buy
516
+26
+5% +$1.34K 0.02% 1108
2025
Q1 		$25K Buy
490
+51
+12% +$2.67K 0.02% 1115
2024
Q4 		$21K Sell
439
-207
-32% -$9.56K 0.01% 1168
2024
Q3 		$27K Buy
646
+246
+62% +$10.1K 0.02% 1099
2024
Q2 		$16K Buy
400
+1
+0.3% +$39 0.01% 1285
2024
Q1 		$15K Sell
399
-2
-0.5% -$68 0.01% 1312
2023
Q4 		$13K Buy
401
+2
+0.5% +$59 0.01% 1380
2023
Q3 		$11K Hold
399
– – 0.01% 1372
2023
Q2 		$11K Sell
399
-4
-1% -$101 0.01% 1384
2023
Q1 		$10K Sell
403
-8
-2% -$236 0.01% 1308
2022
Q4 		$12K Buy
+411
New +$12.2K 0.01% 1231
2022
Q3 		– Sell
-430
Closed -$11K – 2141
2022
Q2 		$11K Buy
430
+1
+0.2% +$29 0.01% 1173
2022
Q1 		$13K Buy
429
+185
+76% +$6.1K 0.01% 1218
2021
Q4 		$8K Buy
+244
New +$8.01K 0.01% 1090

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Covestor's EQH Position: Q2 2026 in Review

Covestor reduced its Equitable Holdings (EQH) stake by 4.2% in Q2 2026, selling an estimated $293 and leaving 159 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Covestor first reported a position in EQH in Q4 2021 and has held it in 18 quarters since. The position peaked at $35K in Q4 2025. 348 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Covestor held 159 shares of Equitable Holdings worth $7K as of Q2 2026.
  • Covestor sold 7 Equitable Holdings shares in Q2 2026, an estimated $293.
  • Equitable Holdings made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1771 holding.
  • Covestor first reported a position in Equitable Holdings in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Equitable Holdings position peaked at $35K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.