Curio Wealth’s Equitable Holdings EQH Stock Holding History

Curio Wealth’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	-5	Closed	-$186	–	407
2026 Q1	$186	Buy	+5	New	+$214	﹤0.01%	805

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Curio Wealth's EQH Position: Q2 2026 in Review

Curio Wealth sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 5 shares — an estimated $186 sold.

Curio Wealth first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $186 in Q1 2026. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Curio Wealth reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Equitable Holdings shares in Q2 2026, an estimated $186.
Curio Wealth first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
Curio Wealth's Equitable Holdings position peaked at $186 in Q1 2026.
482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.