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Estate Counselors’s Equitable Holdings EQH Stock Holding History

Estate Counselors’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
Q2 		$2.27M Buy
51,641
+6,154
+14% +$257K 0.19% 45
2026
Q1 		$1.69M Buy
+45,487
New +$1.95M 0.15% 58

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Estate Counselors's EQH Position: Q2 2026 in Review

Estate Counselors increased its Equitable Holdings (EQH) stake by 14% in Q2 2026, buying an estimated $257K and bringing the position to 51,641 shares worth $2.27M. The position accounts for 0.19% of the portfolio, ranked #45.

Estate Counselors first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Estate Counselors held 51,641 shares of Equitable Holdings worth $2.27M as of Q2 2026.
  • Estate Counselors bought 6,154 Equitable Holdings shares in Q2 2026, an estimated $257K.
  • Equitable Holdings made up 0.19% of Estate Counselors's portfolio in Q2 2026, its #45 holding.
  • Estate Counselors first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.