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

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return