DOA
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D'Orazio & Associates’s Equitable Holdings EQH Stock Holding History

D'Orazio & Associates’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
Q1 		– Sell
-4,271
Closed -$204K – 307
2025
Q4 		$204K Sell
4,271
-7
-0.2% -$332 0.03% 265
2025
Q3 		$217K Sell
4,278
-32
-0.7% -$1.7K 0.03% 244
2025
Q2 		$242K Buy
4,310
+9
+0.2% +$463 0.03% 218
2025
Q1 		$224K Hold
4,301
– – 0.03% 213
2024
Q4 		$203K Buy
+4,301
New +$199K 0.03% 222
2021
Q4 		– Sell
-848
Closed -$25K – 288
2021
Q3 		$25K Buy
+848
New +$25.7K 0.01% 333

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D'Orazio & Associates's EQH Position: Q1 2026 in Review

D'Orazio & Associates sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 4,271 shares — an estimated $204K sold.

D'Orazio & Associates first reported a position in EQH in Q3 2021 and held it in 6 quarters. The position peaked at $242K in Q2 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • D'Orazio & Associates reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 4,271 Equitable Holdings shares in Q1 2026, an estimated $204K.
  • D'Orazio & Associates first reported a position in Equitable Holdings in Q3 2021 and held it in 6 quarters.
  • D'Orazio & Associates's Equitable Holdings position peaked at $242K in Q2 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.