Creative Financial Designs’s Equitable Holdings EQH Stock Holding History

Creative Financial Designs’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	$219	Hold	5	–	–	﹤0.01%	2211
2026 Q1	$186	Buy	+5	New	+$214	﹤0.01%	2100
2025 Q2	–	Sell	-5	Closed	-$260	–	2062
2025 Q1	$260	Buy	+5	New	+$262	﹤0.01%	1963
2022 Q2	–	Sell	-66	Closed	-$2K	–	1265
2022 Q1	$2K	Buy	+66	New	+$2.17K	﹤0.01%	1162
2021 Q4	–	Sell	-81	Closed	-$2K	–	1272
2021 Q3	$2K	Sell	81 -132	-62%	-$4K	﹤0.01%	1300
2021 Q2	$6K	Buy	213 +132	+163%	+$4.3K	﹤0.01%	1120
2021 Q1	$3K	Hold	81	–	–	﹤0.01%	1149
2020 Q4	$2K	Hold	81	–	–	﹤0.01%	1124
2020 Q3	$1K	Hold	81	–	–	﹤0.01%	1151
2020 Q2	$2K	Buy	+81	New	+$1.45K	﹤0.01%	1022

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 $3.38T AUM 44.17% 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

Creative Financial Designs's EQH Position: Q2 2026 in Review

Creative Financial Designs held its Equitable Holdings (EQH) position steady in Q2 2026 at 5 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Creative Financial Designs first reported a position in EQH in Q2 2020 and has held it in 10 quarters since. The position peaked at $6K in Q2 2021. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Creative Financial Designs held 5 shares of Equitable Holdings worth $219 as of Q2 2026.
Creative Financial Designs left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2211 holding.
Creative Financial Designs first reported a position in Equitable Holdings in Q2 2020 and has held it in 10 quarters since.
Creative Financial Designs's Equitable Holdings position peaked at $6K in Q2 2021.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.