Ellevest Inc
EQH icon

Ellevest Inc’s Equitable Holdings EQH Stock Holding History

Ellevest Inc’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 		– Sell
-7,636
Closed -$335K – 467
2026
Q2 		$335K Buy
+7,636
New +$319K 0.04% 336
2026
Q1 		– Sell
-4,369
Closed -$208K – 439
2025
Q4 		$208K Sell
4,369
-3,913
-47% -$186K 0.03% 405
2025
Q3 		$421K Sell
8,282
-1,511
-15% -$80K 0.06% 260
2025
Q2 		$549K Buy
9,793
+397
+4% +$20.4K 0.09% 178
2025
Q1 		$489K Sell
9,396
-198
-2% -$10.4K 0.03% 196
2024
Q4 		$453K Sell
9,594
-377
-4% -$17.4K 0.03% 215
2024
Q3 		$419K Sell
9,971
-40
-0.4% -$1.64K 0.02% 257
2024
Q2 		$409K Sell
10,011
-680
-6% -$26.6K 0.02% 249
2024
Q1 		$406K Sell
10,691
-108
-1% -$3.67K 0.03% 251
2023
Q4 		$360K Buy
+10,799
New +$316K 0.02% 258
2023
Q2 		– Sell
-1,822
Closed -$46.3K – 743
2023
Q1 		$46.3K Sell
1,822
-2,941
-62% -$86.8K ﹤0.01% 623
2022
Q4 		$137K Buy
4,763
+1,501
+46% +$44.4K 0.01% 369
2022
Q3 		$86K Sell
3,262
-2,879
-47% -$81.8K 0.01% 451
2022
Q2 		$160K Sell
6,141
-2,013
-25% -$58.3K 0.02% 323
2022
Q1 		$252K Buy
8,154
+279
+4% +$9.2K 0.02% 276
2021
Q4 		$258K Buy
7,875
+924
+13% +$30.3K 0.02% 244
2021
Q3 		$206K Buy
6,951
+6,801
+4,534% +$206K 0.02% 268
2021
Q2 		$5K Sell
150
-1,316
-90% -$42.9K ﹤0.01% 891
2021
Q1 		$48K Buy
+1,466
New +$42.3K 0.01% 486
2020
Q4 		– Sell
-1,972
Closed -$36K – 1234
2020
Q3 		$36K Sell
1,972
-1,977
-50% -$39.8K 0.01% 427
2020
Q2 		$76K Buy
+3,949
New +$70.6K 0.02% 278

Other funds holding EQH

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ellevest Inc's EQH Position: Q3 2026 in Review

Ellevest Inc sold out of Equitable Holdings (EQH) in Q3 2026, closing a stake of 7,636 shares — an estimated $335K sold.

Ellevest Inc first reported a position in EQH in Q2 2020 and held it in 21 quarters. The position peaked at $549K in Q2 2025. 296 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Ellevest Inc reported no remaining Equitable Holdings position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 7,636 Equitable Holdings shares in Q3 2026, an estimated $335K.
  • Ellevest Inc first reported a position in Equitable Holdings in Q2 2020 and held it in 21 quarters.
  • Ellevest Inc's Equitable Holdings position peaked at $549K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.