Envestnet Asset Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Buy |
321,494
+28,601
| +10% | +$1.23M | ﹤0.01% | 1706 |
|
|
2025
Q4 | $14M | Sell |
292,893
-93,440
| -24% | -$4.43M | ﹤0.01% | 1470 |
|
|
2025
Q3 | $19.6M | Buy |
386,333
+74,312
| +24% | +$3.94M | 0.01% | 1291 |
|
|
2025
Q2 | $17.5M | Buy |
312,021
+54,495
| +21% | +$2.8M | 0.01% | 1337 |
|
|
2025
Q1 | $13.4M | Buy |
257,526
+69,011
| +37% | +$3.61M | ﹤0.01% | 1460 |
|
|
2024
Q4 | $8.89M | Buy |
188,515
+35,159
| +23% | +$1.62M | ﹤0.01% | 1728 |
|
|
2024
Q3 | $6.45M | Buy |
153,356
+50,971
| +50% | +$2.09M | ﹤0.01% | 1936 |
|
|
2024
Q2 | $4.18M | Buy |
102,385
+46,027
| +82% | +$1.8M | ﹤0.01% | 2149 |
|
|
2024
Q1 | $2.14M | Sell |
56,358
-106,413
| -65% | -$3.62M | ﹤0.01% | 2527 |
|
|
2023
Q4 | $5.42M | Sell |
162,771
-33,992
| -17% | -$995K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $5.59M | Sell |
196,763
-23,388
| -11% | -$660K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $5.98M | Sell |
220,151
-1,471,534
| -87% | -$37.2M | ﹤0.01% | 1608 |
|
|
2023
Q1 | $8.22M | Buy |
1,691,685
+1,312,193
| +346% | +$38.7M | ﹤0.01% | 1348 |
|
|
2022
Q4 | $10.9M | Buy |
379,492
+46,969
| +14% | +$1.39M | 0.01% | 1144 |
|
|
2022
Q3 | $8.76M | Buy |
332,523
+195,027
| +142% | +$5.54M | 0.01% | 1195 |
|
|
2022
Q2 | $3.58M | Sell |
137,496
-26,411
| -16% | -$765K | ﹤0.01% | 1716 |
|
|
2022
Q1 | $5.07M | Sell |
163,907
-225,067
| -58% | -$7.42M | ﹤0.01% | 1595 |
|
|
2021
Q4 | $12.8M | Sell |
388,974
-6,253
| -2% | -$205K | 0.01% | 1067 |
|
|
2021
Q3 | $11.7M | Sell |
395,227
-5,893
| -1% | -$178K | 0.01% | 1056 |
|
|
2021
Q2 | $12.2M | Sell |
401,120
-74,064
| -16% | -$2.42M | 0.01% | 1013 |
|
|
2021
Q1 | $15.5M | Sell |
475,184
-8,487
| -2% | -$245K | 0.01% | 826 |
|
|
2020
Q4 | $12.4M | Buy |
483,671
+22,976
| +5% | +$537K | 0.01% | 813 |
|
|
2020
Q3 | $8.4M | Buy |
460,695
+58,728
| +15% | +$1.18M | 0.01% | 894 |
|
|
2020
Q2 | $7.75M | Sell |
401,967
-46,053
| -10% | -$823K | 0.01% | 895 |
|
|
2020
Q1 | $6.47M | Buy |
+448,020
| New | +$9.79M | 0.01% | 864 |
|
|
2019
Q4 | – | Sell |
-109,574
| Closed | -$2.43M | – | 3101 |
|
|
2019
Q3 | $2.43M | Sell |
109,574
-9,445
| -8% | -$203K | ﹤0.01% | 1445 |
|
|
2019
Q2 | $2.49M | Buy |
119,019
+21,848
| +22% | +$470K | ﹤0.01% | 1433 |
|
|
2019
Q1 | $1.96M | Sell |
97,171
-21,549
| -18% | -$411K | ﹤0.01% | 1496 |
|
|
2018
Q4 | $1.97M | Buy |
+118,720
| New | +$2.32M | ﹤0.01% | 1351 |
|
|
2018
Q3 | – | Sell |
-2,982
| Closed | -$61K | – | 1647 |
|
|
2018
Q2 | $61K | Buy |
+2,982
| New | +$63.5K | ﹤0.01% | 2142 |
|
Other funds holding EQH
VPM
VCM
Envestnet Asset Management's EQH Position: Q1 2026 in Review
Envestnet Asset Management increased its Equitable Holdings (EQH) stake by 9.8% in Q1 2026, buying an estimated $1.23M and bringing the position to 321,494 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.
Envestnet Asset Management first reported a position in EQH in Q2 2018 and has held it in 30 quarters since. The position peaked at $19.6M in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.
- Envestnet Asset Management held 321,494 shares of Equitable Holdings worth $11.9M as of Q1 2026.
- Envestnet Asset Management bought 28,601 Equitable Holdings shares in Q1 2026, an estimated $1.23M.
- Equitable Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1706 holding.
- Envestnet Asset Management first reported a position in Equitable Holdings in Q2 2018 and has held it in 30 quarters since.
- Envestnet Asset Management's Equitable Holdings position peaked at $19.6M in Q3 2025.
- 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.