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Cresset Asset Management’s Equitable Holdings EQH Stock Holding History

Cresset Asset Management’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 		– Sell
-32,729
Closed -$1.21M – 1775
2026
Q1 		$1.21M Sell
32,729
-116
-0.4% -$4.97K 0.01% 713
2025
Q4 		$1.57M Sell
32,845
-62
-0.2% -$2.94K 0.01% 639
2025
Q3 		$1.67M Buy
32,907
+1,559
+5% +$82.6K 0.01% 593
2025
Q2 		$1.76M Buy
31,348
+26,497
+546% +$1.36M 0.01% 531
2025
Q1 		$253K Buy
+4,851
New +$254K ﹤0.01% 1408
2024
Q4 		– Sell
-10,994
Closed -$462K – 1895
2024
Q3 		$462K Buy
10,994
+541
+5% +$22.2K ﹤0.01% 1564
2024
Q2 		$427K Buy
10,453
+1,001
+11% +$39.2K ﹤0.01% 1519
2024
Q1 		$359K Sell
9,452
-31
-0.3% -$1.05K ﹤0.01% 1489
2023
Q4 		$316K Buy
9,483
+294
+3% +$8.61K ﹤0.01% 1466
2023
Q3 		$261K Buy
+9,189
New +$259K ﹤0.01% 1492
2019
Q2 		– Sell
-89
Closed -$2K – 838
2019
Q1 		$2K Sell
89
-34
-28% -$649 ﹤0.01% 1636
2018
Q4 		$2K Buy
+123
New +$2.4K ﹤0.01% 1297

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cresset Asset Management's EQH Position: Q2 2026 in Review

Cresset Asset Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 32,729 shares — an estimated $1.21M sold.

Cresset Asset Management first reported a position in EQH in Q4 2018 and held it in 12 quarters. The position peaked at $1.76M in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cresset Asset Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 32,729 Equitable Holdings shares in Q2 2026, an estimated $1.21M.
  • Cresset Asset Management first reported a position in Equitable Holdings in Q4 2018 and held it in 12 quarters.
  • Cresset Asset Management's Equitable Holdings position peaked at $1.76M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.