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Cromwell Holdings’s Equitable Holdings EQH Stock Holding History

Cromwell Holdings’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 		$3.64K Buy
83
+56
+207% +$2.34K ﹤0.01% 727
2026
Q1 		$1K Sell
27
-1
-4% -$43 ﹤0.01% 855
2025
Q4 		$1.33K Sell
28
-16
-36% -$759 ﹤0.01% 769
2025
Q3 		$2.23K Hold
44
– – ﹤0.01% 688
2025
Q2 		$2.47K Buy
44
+28
+175% +$1.44K ﹤0.01% 657
2025
Q1 		$833 Buy
+16
New +$838 ﹤0.01% 674

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

Cromwell Holdings's EQH Position: Q2 2026 in Review

Cromwell Holdings increased its Equitable Holdings (EQH) stake by 207% in Q2 2026, buying an estimated $2.34K and bringing the position to 83 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Cromwell Holdings first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cromwell Holdings held 83 shares of Equitable Holdings worth $3.64K as of Q2 2026.
  • Cromwell Holdings bought 56 Equitable Holdings shares in Q2 2026, an estimated $2.34K.
  • Equitable Holdings made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #727 holding.
  • Cromwell Holdings first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.