EWA
EQH icon

EverSource Wealth Advisors’s Equitable Holdings EQH Stock Holding History

EverSource Wealth Advisors’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 		$92.8K Buy
2,501
+526
+27% +$22.5K ﹤0.01% 1478
2025
Q4 		$94.1K Buy
1,975
+182
+10% +$8.63K ﹤0.01% 1348
2025
Q3 		$91.1K Buy
1,793
+9
+0.5% +$477 ﹤0.01% 1336
2025
Q2 		$100K Sell
1,784
-1,120
-39% -$57.6K ﹤0.01% 1198
2025
Q1 		$151K Buy
2,904
+148
+5% +$7.75K 0.01% 763
2024
Q4 		$130K Buy
2,756
+134
+5% +$6.19K 0.01% 825
2024
Q3 		$110K Buy
2,622
+7
+0.3% +$287 0.01% 766
2024
Q2 		$114K Buy
2,615
+10
+0.4% +$392 0.01% 747
2024
Q1 		$96.2K Buy
2,605
+1,526
+141% +$51.9K 0.01% 722
2023
Q4 		$35.9K Buy
1,079
+24
+2% +$703 ﹤0.01% 1025
2023
Q3 		$30K Buy
1,055
+156
+17% +$4.4K ﹤0.01% 980
2023
Q2 		$24.4K Sell
899
-256
-22% -$6.48K ﹤0.01% 1071
2023
Q1 		$29.3K Sell
1,155
-766
-40% -$22.6K ﹤0.01% 959
2022
Q4 		$55.1K Buy
1,921
+333
+21% +$9.86K 0.01% 727
2022
Q3 		$43K Buy
1,588
+710
+81% +$20.2K 0.01% 668
2022
Q2 		$23K Buy
878
+45
+5% +$1.3K 0.01% 792
2022
Q1 		$26K Hold
833
– – 0.01% 613
2021
Q4 		$27K Buy
+833
New +$27.3K 0.01% 566

Other funds holding EQH

BlackRock
BlackRock New York $5.7T 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