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 Q2	$4.3K	Buy	+98	New	+$4.1K	﹤0.01%	1054

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Elevation Wealth Partners's EQH Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Equitable Holdings (EQH) in Q2 2026: 98 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

116 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Elevation Wealth Partners held 98 shares of Equitable Holdings worth $4.3K as of Q2 2026.
Equitable Holdings was a new Elevation Wealth Partners position in Q2 2026.
Equitable Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1054 holding.
116 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.