Edgestream Partners’s Equitable Holdings EQH Stock Holding History

Edgestream Partners’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 Q4	–	Sell	-79,203	Closed	-$4.02M	–	996
2025 Q3	$4.02M	Sell	79,203 -89,723	-53%	-$4.75M	0.12%	330
2025 Q2	$9.48M	Buy	168,926 +77,195	+84%	+$3.97M	0.26%	85
2025 Q1	$4.78M	Buy	91,731 +68,513	+295%	+$3.59M	0.16%	235
2024 Q4	$1.1M	Sell	23,218 -137,085	-86%	-$6.33M	0.05%	546
2024 Q3	$6.74M	Buy	+160,303	New	+$6.58M	0.3%	69
2024 Q1	–	Sell	-13,225	Closed	-$440K	–	869
2023 Q4	$440K	Buy	+13,225	New	+$387K	0.03%	640

Other funds holding EQH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Edgestream Partners's EQH Position: Q4 2025 in Review

Edgestream Partners sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 79,203 shares — an estimated $4.02M sold.

Edgestream Partners first reported a position in EQH in Q4 2023 and held it in 6 quarters. The position peaked at $9.48M in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

Edgestream Partners reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 79,203 Equitable Holdings shares in Q4 2025, an estimated $4.02M.
Edgestream Partners first reported a position in Equitable Holdings in Q4 2023 and held it in 6 quarters.
Edgestream Partners's Equitable Holdings position peaked at $9.48M in Q2 2025.
551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.