Dimensional Fund Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $143M | Buy |
3,856,717
+429,621
| +13% | +$18.4M | 0.03% | 818 |
|
|
2025
Q4 | $163M | Sell |
3,427,096
-207,458
| -6% | -$9.84M | 0.03% | 709 |
|
|
2025
Q3 | $185M | Sell |
3,634,554
-366,602
| -9% | -$19.4M | 0.04% | 593 |
|
|
2025
Q2 | $224M | Sell |
4,001,156
-42,204
| -1% | -$2.17M | 0.05% | 440 |
|
|
2025
Q1 | $211M | Sell |
4,043,360
-9,412
| -0.2% | -$493K | 0.05% | 440 |
|
|
2024
Q4 | $191M | Sell |
4,052,772
-82,216
| -2% | -$3.8M | 0.05% | 521 |
|
|
2024
Q3 | $174M | Buy |
4,134,988
+51,338
| +1% | +$2.11M | 0.04% | 587 |
|
|
2024
Q2 | $167M | Buy |
4,083,650
+539,904
| +15% | +$21.2M | 0.04% | 552 |
|
|
2024
Q1 | $135M | Sell |
3,543,746
-421,785
| -11% | -$14.3M | 0.04% | 718 |
|
|
2023
Q4 | $132M | Sell |
3,965,531
-14,429
| -0.4% | -$422K | 0.04% | 672 |
|
|
2023
Q3 | $113M | Buy |
3,979,960
+9,116
| +0.2% | +$257K | 0.04% | 701 |
|
|
2023
Q2 | $108M | Sell |
3,970,844
-168,354
| -4% | -$4.26M | 0.03% | 769 |
|
|
2023
Q1 | $105M | Sell |
4,139,198
-91,187
| -2% | -$2.69M | 0.04% | 756 |
|
|
2022
Q4 | $121K | Sell |
4,230,385
-380,082
| -8% | -$11.3M | 0.04% | 637 |
|
|
2022
Q3 | $121M | Sell |
4,610,467
-279,829
| -6% | -$7.95M | 0.05% | 549 |
|
|
2022
Q2 | $127M | Buy |
4,890,296
+790,704
| +19% | +$22.9M | 0.05% | 542 |
|
|
2022
Q1 | $127M | Buy |
4,099,592
+714,996
| +21% | +$23.6M | 0.04% | 660 |
|
|
2021
Q4 | $111M | Buy |
3,384,596
+773,812
| +30% | +$25.4M | 0.03% | 795 |
|
|
2021
Q3 | $77.4M | Buy |
2,610,784
+385,495
| +17% | +$11.7M | 0.02% | 1042 |
|
|
2021
Q2 | $67.7M | Buy |
2,225,289
+35,242
| +2% | +$1.15M | 0.02% | 1177 |
|
|
2021
Q1 | $71.4M | Sell |
2,190,047
-9,702
| -0.4% | -$280K | 0.02% | 1123 |
|
|
2020
Q4 | $56.3M | Buy |
2,199,749
+120,978
| +6% | +$2.83M | 0.02% | 1273 |
|
|
2020
Q3 | $37.9M | Buy |
2,078,771
+276,189
| +15% | +$5.55M | 0.02% | 1415 |
|
|
2020
Q2 | $34.8M | Buy |
1,802,582
+392,085
| +28% | +$7.01M | 0.02% | 1507 |
|
|
2020
Q1 | $20.4M | Buy |
1,410,497
+539,250
| +62% | +$11.8M | 0.01% | 1732 |
|
|
2019
Q4 | $21.6M | Buy |
871,247
+71,029
| +9% | +$1.65M | 0.01% | 2006 |
|
|
2019
Q3 | $17.7M | Buy |
800,218
+235,832
| +42% | +$5.06M | 0.01% | 2082 |
|
|
2019
Q2 | $11.8M | Buy |
564,386
+467,146
| +480% | +$10.1M | ﹤0.01% | 2329 |
|
|
2019
Q1 | $1.96M | Buy |
97,240
+86,407
| +798% | +$1.65M | ﹤0.01% | 2900 |
|
|
2018
Q4 | $180K | Buy |
+10,833
| New | +$211K | ﹤0.01% | 3300 |
|
Other funds holding EQH
VPM
VCM
