CFO
EQH icon

CVA Family Office’s Equitable Holdings EQH Stock Holding History

CVA Family Office’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 		$8.12K Hold
185
– – ﹤0.01% 1086
2026
Q1 		$6.87K Buy
+185
New +$7.92K ﹤0.01% 1120
2025
Q2 		– Sell
-14
Closed -$729 – 1331
2025
Q1 		$729 Buy
+14
New +$733 ﹤0.01% 1160
2023
Q2 		– Sell
-65
Closed -$1.65K – 1028
2023
Q1 		$1.65K Buy
+65
New +$1.92K ﹤0.01% 871
2022
Q4 		– Sell
-75
Closed -$2K – 964
2022
Q3 		$2K Buy
75
+65
+650% +$1.85K ﹤0.01% 804
2022
Q2 		$0 Hold
10
– – ﹤0.01% 928
2022
Q1 		$0 Buy
+10
New +$330 ﹤0.01% 958

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

CVA Family Office's EQH Position: Q2 2026 in Review

CVA Family Office held its Equitable Holdings (EQH) position steady in Q2 2026 at 185 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

CVA Family Office first reported a position in EQH in Q1 2022 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • CVA Family Office held 185 shares of Equitable Holdings worth $8.12K as of Q2 2026.
  • CVA Family Office left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1086 holding.
  • CVA Family Office first reported a position in Equitable Holdings in Q1 2022 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.