EH
ESN

Equitable Holdings’s Essential 40 Stock ETF ESN Stock Holding History

Equitable Holdings’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
92,496
+30,986
+50% +$590K 0.01% 768
2026
Q1 		$1.08M Buy
61,510
+13,762
+29% +$246K 0.01% 952
2025
Q4 		$819K Buy
47,748
+7,131
+18% +$122K 0.01% 929
2025
Q3 		$693K Buy
+40,617
New +$667K 0.01% 964

Other funds holding ESN

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Equitable Holdings's ESN Position: Q2 2026 in Review

Equitable Holdings increased its Essential 40 Stock ETF (ESN) stake by 50% in Q2 2026, buying an estimated $590K and bringing the position to 92,496 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #768.

Equitable Holdings first reported a position in ESN in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold ESN as of Q2 2026.

  • Equitable Holdings held 92,496 shares of Essential 40 Stock ETF worth $1.84M as of Q2 2026.
  • Equitable Holdings bought 30,986 Essential 40 Stock ETF shares in Q2 2026, an estimated $590K.
  • Essential 40 Stock ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #768 holding.
  • Equitable Holdings first reported a position in Essential 40 Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.