Dockside LLC’s Equitable Holdings EQH Stock Holding History

Dockside LLC’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	-19,610	Closed	-$728K	–	238
2026 Q1	$728K	Buy	+19,610	New	+$840K	0.18%	141

Other funds holding EQH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CTI

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Dockside LLC's EQH Position: Q2 2026 in Review

Dockside LLC opened a new position in Equitable Holdings (EQH) in Q2 2026: 21,752 shares worth $954K. The stake represents 0.22% of the portfolio and ranks #145 among its holdings.

170 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Dockside LLC held 21,752 shares of Equitable Holdings worth $954K as of Q2 2026.
Equitable Holdings was a new Dockside LLC position in Q2 2026.
Equitable Holdings made up 0.22% of Dockside LLC's portfolio in Q2 2026, its #145 holding.
170 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.