Donoghue Forlines’s Equitable Holdings EQH Stock Holding History

Donoghue Forlines’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
2025 Q2	–	Sell	-43,779	Closed	-$2.28M	–	110
2025 Q1	$2.28M	Buy	+43,779	New	+$2.29M	0.72%	40
2024 Q3	–	Sell	-36,470	Closed	-$1.49M	–	249
2024 Q2	$1.49M	Buy	+36,470	New	+$1.43M	0.42%	56
2023 Q2	–	Sell	-14,615	Closed	-$371K	–	254
2023 Q1	$371K	Sell	14,615 -16,493	-53%	-$487K	0.13%	176
2022 Q4	$893K	Sell	31,108 -7,640	-20%	-$226K	0.32%	114
2022 Q3	$1.02M	Buy	+38,748	New	+$1.1M	0.37%	37

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Donoghue Forlines's EQH Position: Q2 2025 in Review

Donoghue Forlines sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 43,779 shares — an estimated $2.28M sold.

Donoghue Forlines first reported a position in EQH in Q3 2022 and held it in 5 quarters. The position peaked at $2.28M in Q1 2025. 583 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Donoghue Forlines reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Donoghue Forlines sold 43,779 Equitable Holdings shares in Q2 2025, an estimated $2.28M.
Donoghue Forlines first reported a position in Equitable Holdings in Q3 2022 and held it in 5 quarters.
Donoghue Forlines's Equitable Holdings position peaked at $2.28M in Q1 2025.
583 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.