EI
EQH icon

Ethic Inc’s Equitable Holdings EQH Stock Holding History

Ethic Inc’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 		$2.11M Buy
48,097
+9,633
+25% +$403K 0.03% 498
2026
Q1 		$1.43M Sell
38,464
-12,139
-24% -$520K 0.02% 546
2025
Q4 		$2.41M Sell
50,603
-16,094
-24% -$763K 0.04% 424
2025
Q3 		$3.39M Sell
66,697
-25,454
-28% -$1.35M 0.06% 335
2025
Q2 		$5.16M Buy
92,151
+8,477
+10% +$436K 0.09% 228
2025
Q1 		$4.38M Buy
83,674
+2,654
+3% +$139K 0.09% 234
2024
Q4 		$3.82M Buy
81,020
+5,951
+8% +$275K 0.08% 264
2024
Q3 		$2.85M Buy
75,069
+1,745
+2% +$71.6K 0.07% 311
2024
Q2 		$3M Sell
73,324
-1,745
-2% -$68.4K 0.07% 289
2024
Q1 		$2.85M Sell
75,069
-19,486
-21% -$663K 0.07% 311
2023
Q4 		$3.15M Buy
94,555
+16,955
+22% +$496K 0.09% 252
2023
Q3 		$2.2M Buy
77,600
+5,558
+8% +$157K 0.08% 296
2023
Q2 		$1.96M Buy
+72,042
New +$1.82M 0.07% 311
2023
Q1 		– Sell
-67,484
Closed -$1.94M – 976
2022
Q4 		$1.94M Buy
67,484
+52,359
+346% +$1.55M 0.1% 247
2022
Q3 		$399K Sell
15,125
-1,618
-10% -$46K 0.03% 555
2022
Q2 		$436K Buy
16,743
+6,285
+60% +$182K 0.03% 508
2022
Q1 		$323K Buy
10,458
+396
+4% +$13.1K 0.02% 588
2021
Q4 		$330K Buy
10,062
+1,095
+12% +$35.9K 0.03% 510
2021
Q3 		$266K Buy
+8,967
New +$271K 0.03% 506

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Ethic Inc's EQH Position: Q2 2026 in Review

Ethic Inc increased its Equitable Holdings (EQH) stake by 25% in Q2 2026, buying an estimated $403K and bringing the position to 48,097 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #498.

Ethic Inc first reported a position in EQH in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.16M in Q2 2025. 116 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Ethic Inc held 48,097 shares of Equitable Holdings worth $2.11M as of Q2 2026.
  • Ethic Inc bought 9,633 Equitable Holdings shares in Q2 2026, an estimated $403K.
  • Equitable Holdings made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #498 holding.
  • Ethic Inc first reported a position in Equitable Holdings in Q3 2021 and has held it in 19 quarters since.
  • Ethic Inc's Equitable Holdings position peaked at $5.16M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.