DiNuzzo Private Wealth’s Equitable Holdings EQH Stock Holding History

DiNuzzo Private 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 Q3	$2.62K	Hold	51	–	–	﹤0.01%	575
2026 Q2	$2.24K	Hold	51	–	–	﹤0.01%	639
2026 Q1	$1.89K	Sell	51 -9	-15%	-$386	﹤0.01%	666
2025 Q4	$2.86K	Sell	60 -1	-2%	-$47	﹤0.01%	521
2025 Q3	$3.25K	Sell	61 -1	-2%	-$53	﹤0.01%	484
2025 Q2	$3.48K	Sell	62 -1	-2%	-$51	﹤0.01%	455
2025 Q1	$3.28K	Sell	63 -1	-2%	-$52	﹤0.01%	442
2024 Q4	$3.02K	Sell	64 -2	-3%	-$92	﹤0.01%	462
2024 Q3	$2.77K	Buy	66 +1	+2%	+$41	﹤0.01%	502
2024 Q2	$2.66K	Buy	65 +9	+16%	+$353	﹤0.01%	428
2024 Q1	$2.13K	Buy	56 +2	+4%	+$68	﹤0.01%	453
2023 Q4	$1.8K	Buy	+54	New	+$1.58K	﹤0.01%	481

Other funds holding EQH

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DiNuzzo Private Wealth's EQH Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Equitable Holdings (EQH) position steady in Q3 2026 at 51 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

DiNuzzo Private Wealth first reported a position in EQH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.48K in Q2 2025. 136 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

DiNuzzo Private Wealth held 51 shares of Equitable Holdings worth $2.62K as of Q3 2026.
DiNuzzo Private Wealth left its Equitable Holdings share count unchanged in Q3 2026.
Equitable Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #575 holding.
DiNuzzo Private Wealth first reported a position in Equitable Holdings in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Equitable Holdings position peaked at $3.48K in Q2 2025.
136 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.