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Elo Mutual Pension Insurance’s Equitable Holdings EQH Stock Holding History

Elo Mutual Pension Insurance’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
-63,603
Closed -$3.23M – 640
2025
Q3 		$3.23M Buy
63,603
+4,217
+7% +$223K 0.05% 272
2025
Q2 		$3.33M Buy
59,386
+10,610
+22% +$546K 0.07% 228
2025
Q1 		$2.54M Buy
48,776
+15,398
+46% +$806K 0.06% 266
2024
Q4 		$1.57M Buy
33,378
+4,498
+16% +$208K 0.03% 396
2024
Q3 		$1.21M Buy
28,880
+145
+0.5% +$5.95K 0.03% 407
2024
Q2 		$1.17M Sell
28,735
-2,257
-7% -$88.4K 0.03% 393
2024
Q1 		$1.18M Buy
30,992
+666
+2% +$22.6K 0.03% 394
2023
Q4 		$1.01M Buy
30,326
+244
+0.8% +$7.14K 0.03% 417
2023
Q3 		$854K Buy
30,082
+437
+1% +$12.3K 0.03% 412
2023
Q2 		$805K Buy
29,645
+77
+0.3% +$1.95K 0.02% 420
2023
Q1 		$751K Buy
29,568
+203
+0.7% +$5.99K 0.02% 400
2022
Q4 		$843K Buy
29,365
+749
+3% +$22.2K 0.03% 387
2022
Q3 		$754K Sell
28,616
-2,091
-7% -$59.4K 0.03% 395
2022
Q2 		$801K Buy
30,707
+2,057
+7% +$59.6K 0.03% 403
2022
Q1 		$886K Buy
28,650
+240
+0.8% +$7.91K 0.03% 440
2021
Q4 		$932K Hold
28,410
– – 0.03% 395
2021
Q3 		$842K Hold
28,410
– – 0.03% 374
2021
Q2 		$865K Sell
28,410
-463
-2% -$15.1K 0.03% 372
2021
Q1 		$942K Buy
28,873
+116
+0.4% +$3.34K 0.03% 355
2020
Q4 		$736K Buy
+28,757
New +$673K 0.02% 370

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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

Elo Mutual Pension Insurance's EQH Position: Q4 2025 in Review

Elo Mutual Pension Insurance sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 63,603 shares — an estimated $3.23M sold.

Elo Mutual Pension Insurance first reported a position in EQH in Q4 2020 and held it in 20 quarters. The position peaked at $3.33M in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Elo Mutual Pension Insurance reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 63,603 Equitable Holdings shares in Q4 2025, an estimated $3.23M.
  • Elo Mutual Pension Insurance first reported a position in Equitable Holdings in Q4 2020 and held it in 20 quarters.
  • Elo Mutual Pension Insurance's Equitable Holdings position peaked at $3.33M in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2025, filed 12 Feb 2026.