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 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 $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

Creative Financial Designs's EQH Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Equitable Holdings (EQH) in Q1 2026: 5 shares worth $186. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in EQH as recently as Q1 2025.

Creative Financial Designs first reported a position in EQH in Q2 2020 and has held it in 9 quarters since. The position peaked at $6K in Q2 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Creative Financial Designs held 5 shares of Equitable Holdings worth $186 as of Q1 2026.
Equitable Holdings was a new Creative Financial Designs position in Q1 2026.
Equitable Holdings made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2100 holding.
Creative Financial Designs first reported a position in Equitable Holdings in Q2 2020 and has held it in 9 quarters since.
Creative Financial Designs's Equitable Holdings position peaked at $6K in Q2 2021.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.