E. Ohman J:or Asset Management’s Equitable Holdings EQH Stock Holding History

E. Ohman J:or Asset Management’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	-7,700	Closed	-$286K	–	469
2026 Q1	$286K	Sell	7,700 -5,300	-41%	-$227K	0.01%	465
2025 Q4	$619K	Hold	13,000	–	–	0.01%	393
2025 Q3	$660K	Hold	13,000	–	–	0.02%	332
2025 Q2	$729K	Hold	13,000	–	–	0.02%	315
2025 Q1	$677K	Sell	13,000 -1,700	-12%	-$89K	0.02%	324
2024 Q4	$693K	Hold	14,700	–	–	0.02%	338
2024 Q3	$618K	Hold	14,700	–	–	0.02%	342
2024 Q2	$601K	Hold	14,700	–	–	0.01%	331
2024 Q1	$559K	Hold	14,700	–	–	0.01%	335
2023 Q4	$490K	Hold	14,700	–	–	0.02%	337
2023 Q3	$417K	Hold	14,700	–	–	0.02%	368
2023 Q2	$399K	Hold	14,700	–	–	0.01%	381
2023 Q1	$373K	Hold	14,700	–	–	0.01%	389
2022 Q4	$422K	Sell	14,700 -3,200	-18%	-$94.7K	0.02%	367
2022 Q3	$472K	Sell	17,900 -3,100	-15%	-$88.1K	0.02%	348
2022 Q2	$547K	Buy	21,000 +6,000	+40%	+$174K	0.02%	338
2022 Q1	$464K	Sell	15,000 -7,400	-33%	-$244K	0.02%	385
2021 Q4	$734K	Buy	+22,400	New	+$735K	0.02%	363
2020 Q4	–	Sell	-12,000	Closed	-$219K	–	434
2020 Q3	$219K	Hold	12,000	–	–	0.01%	393
2020 Q2	$231K	Hold	12,000	–	–	0.01%	381
2020 Q1	$173K	Buy	+12,000	New	+$262K	0.01%	374

Other funds holding EQH

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

E. Ohman J:or Asset Management's EQH Position: Q2 2026 in Review

E. Ohman J:or Asset Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 7,700 shares — an estimated $286K sold.

E. Ohman J:or Asset Management first reported a position in EQH in Q1 2020 and held it in 21 quarters. The position peaked at $734K in Q4 2021. 235 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

E. Ohman J:or Asset Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
E. Ohman J:or Asset Management sold 7,700 Equitable Holdings shares in Q2 2026, an estimated $286K.
E. Ohman J:or Asset Management first reported a position in Equitable Holdings in Q1 2020 and held it in 21 quarters.
E. Ohman J:or Asset Management's Equitable Holdings position peaked at $734K in Q4 2021.
235 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.