EWP
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Elevation Wealth Partners’s Equitable Holdings EQH Stock Holding History

Elevation Wealth 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
2026
Q3 		$5.03K Hold
98
– – ﹤0.01% 1100
2026
Q2 		$4.3K Buy
+98
New +$4.1K ﹤0.01% 1054

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EC
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GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's EQH Position: Q3 2026 in Review

Elevation Wealth Partners held its Equitable Holdings (EQH) position steady in Q3 2026 at 98 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Elevation Wealth Partners first reported a position in EQH in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Elevation Wealth Partners held 98 shares of Equitable Holdings worth $5.03K as of Q3 2026.
  • Elevation Wealth Partners left its Equitable Holdings share count unchanged in Q3 2026.
  • Equitable Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1100 holding.
  • Elevation Wealth Partners first reported a position in Equitable Holdings in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.