Creative Planning
EQH icon

Creative Planning’s Equitable Holdings EQH Stock Holding History

Creative Planning’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 		$985K Buy
26,539
+11,896
+81% +$510K ﹤0.01% 2475
2025
Q4 		$698K Sell
14,643
-368
-2% -$17.4K ﹤0.01% 2571
2025
Q3 		$762K Buy
15,011
+730
+5% +$38.7K ﹤0.01% 2370
2025
Q2 		$801K Buy
14,281
+43
+0.3% +$2.21K ﹤0.01% 2051
2025
Q1 		$742K Buy
14,238
+261
+2% +$13.7K ﹤0.01% 1963
2024
Q4 		$659K Buy
13,977
+436
+3% +$20.1K ﹤0.01% 1971
2024
Q3 		$569K Buy
13,541
+476
+4% +$19.5K ﹤0.01% 1979
2024
Q2 		$534K Buy
13,065
+198
+2% +$7.76K ﹤0.01% 1888
2024
Q1 		$489K Sell
12,867
-26
-0.2% -$884 ﹤0.01% 1867
2023
Q4 		$429K Buy
12,893
+4,499
+54% +$132K ﹤0.01% 1809
2023
Q3 		$238K Buy
+8,394
New +$237K ﹤0.01% 2109
2023
Q1 		– Sell
-9,569
Closed -$275K – 2684
2022
Q4 		$275K Buy
+9,569
New +$283K ﹤0.01% 1778

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's EQH Position: Q1 2026 in Review

Creative Planning increased its Equitable Holdings (EQH) stake by 81% in Q1 2026, buying an estimated $510K and bringing the position to 26,539 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Creative Planning first reported a position in EQH in Q4 2022 and has held it in 12 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Creative Planning held 26,539 shares of Equitable Holdings worth $985K as of Q1 2026.
  • Creative Planning bought 11,896 Equitable Holdings shares in Q1 2026, an estimated $510K.
  • Equitable Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2475 holding.
  • Creative Planning first reported a position in Equitable Holdings in Q4 2022 and has held it in 12 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.