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Dorsey Wright & Associates’s Equitable Holdings EQH Stock Holding History

Dorsey Wright & 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
2025
Q3 		– Sell
-34,080
Closed -$1.91M – 148
2025
Q2 		$1.91M Buy
+34,080
New +$1.75M 0.45% 76

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dorsey Wright & Associates's EQH Position: Q3 2025 in Review

Dorsey Wright & Associates sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 34,080 shares — an estimated $1.91M sold.

Dorsey Wright & Associates first reported a position in EQH in Q2 2025 and held it in 1 quarter. The position peaked at $1.91M in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Dorsey Wright & Associates reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Dorsey Wright & Associates sold 34,080 Equitable Holdings shares in Q3 2025, an estimated $1.91M.
  • Dorsey Wright & Associates first reported a position in Equitable Holdings in Q2 2025 and held it in 1 quarter.
  • Dorsey Wright & Associates's Equitable Holdings position peaked at $1.91M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Dorsey Wright & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.