Diversified Trust’s Equitable Holdings EQH Stock Holding History

Diversified Trust’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	-23,145	Closed	-$859K	–	1143
2026 Q1	$859K	Sell	23,145 -19,032	-45%	-$815K	0.02%	505
2025 Q4	$2.01M	Sell	42,177 -9	-0%	-$427	0.04%	266
2025 Q3	$2.14M	Hold	42,186	–	–	0.04%	244
2025 Q2	$2.37M	Sell	42,186 -90	-0.2%	-$4.63K	0.05%	208
2025 Q1	$2.2M	Buy	42,276 +14,380	+52%	+$753K	0.05%	198
2024 Q4	$1.32M	Buy	27,896 +6,336	+29%	+$293K	0.03%	307
2024 Q3	$906K	Buy	21,560 +13,526	+168%	+$555K	0.02%	406
2024 Q2	$328K	Buy	+8,034	New	+$315K	0.01%	664
2022 Q1	–	Sell	-6,838	Closed	-$224K	–	828
2021 Q4	$224K	Buy	+6,838	New	+$224K	0.01%	734

Other funds holding EQH

CTI

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

WCM

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Diversified Trust's EQH Position: Q2 2026 in Review

Diversified Trust sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 23,145 shares — an estimated $859K sold.

Diversified Trust first reported a position in EQH in Q4 2021 and held it in 9 quarters. The position peaked at $2.37M in Q2 2025. 73 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Diversified Trust reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Diversified Trust sold 23,145 Equitable Holdings shares in Q2 2026, an estimated $859K.
Diversified Trust first reported a position in Equitable Holdings in Q4 2021 and held it in 9 quarters.
Diversified Trust's Equitable Holdings position peaked at $2.37M in Q2 2025.
73 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.