EH
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Equitable Holdings’s Equitable Holdings EQH Stock Holding History

Equitable Holdings’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
Q1 		$1.1M Buy
23,004
+8,776
+62% +$376K 0.01% 944
2025
Q4 		$678K Buy
+14,228
New +$675K ﹤0.01% 1009
2025
Q3 		– Sell
-10,823
Closed -$607K – 1552
2025
Q2 		$607K Sell
10,823
-104
-1% -$5.35K 0.01% 947
2025
Q1 		$569K Buy
10,927
+66
+0.6% +$3.46K 0.01% 877
2024
Q4 		$512K Sell
10,861
-1,907
-15% -$88.1K ﹤0.01% 863
2024
Q3 		$537K Buy
12,768
+1
+0% +$41 0.01% 843
2024
Q2 		$522K Buy
12,767
+32
+0.3% +$1.25K 0.01% 823
2024
Q1 		$484K Buy
12,735
+173
+1% +$5.88K 0.01% 815
2023
Q4 		$418K Buy
12,562
+751
+6% +$22K 0.01% 829
2023
Q3 		$335K Sell
11,811
-3,137
-21% -$88.6K ﹤0.01% 840
2023
Q2 		$406K Sell
14,948
-6,005
-29% -$152K 0.01% 764
2023
Q1 		$532K Buy
20,953
+3,554
+20% +$105K 0.01% 633
2022
Q4 		$499K Buy
17,399
+813
+5% +$24.1K 0.01% 613
2022
Q3 		$437K Buy
16,586
+868
+6% +$24.7K 0.01% 591
2022
Q2 		$410K Buy
15,718
+45
+0.3% +$1.3K 0.01% 604
2022
Q1 		$484K Buy
15,673
+5,451
+53% +$180K 0.01% 584
2021
Q4 		$335K Buy
10,222
+1,722
+20% +$56.5K 0.01% 669
2021
Q3 		$252K Sell
8,500
-491
-5% -$14.9K ﹤0.01% 726
2021
Q2 		$274K Hold
8,991
– – ﹤0.01% 692
2021
Q1 		$293K Hold
8,991
– – 0.01% 625
2020
Q4 		$230K Buy
+8,991
New +$210K 0.01% 620

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Equitable Holdings's EQH Position: Q1 2026 in Review

Equitable Holdings increased its Equitable Holdings (EQH) stake by 62% in Q1 2026, buying an estimated $376K and bringing the position to 23,004 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #944.

Equitable Holdings first reported a position in EQH in Q4 2020 and has held it in 21 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Equitable Holdings held 23,004 shares of Equitable Holdings worth $1.1M as of Q1 2026.
  • Equitable Holdings bought 8,776 Equitable Holdings shares in Q1 2026, an estimated $376K.
  • Equitable Holdings made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #944 holding.
  • Equitable Holdings first reported a position in Equitable Holdings in Q4 2020 and has held it in 21 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.