Exencial Wealth Advisors’s EQT Corp EQT Stock Holding History

Exencial Wealth Advisors’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.55M	Buy	+87,217	New	+$5.11M	0.17%	133
2023 Q3	–	Sell	-19,068	Closed	-$784K	–	426
2023 Q2	$784K	Buy	+19,068	New	+$674K	0.04%	250
2016 Q3	–	Sell	-5,511	Closed	-$232K	–	171
2016 Q2	$232K	Hold	5,511	–	–	0.1%	140
2016 Q1	$202K	Buy	+5,511	New	+$176K	0.1%	140
2015 Q4	–	Sell	-7,348	Closed	-$259K	–	136
2015 Q3	$259K	Hold	7,348	–	–	0.13%	118
2015 Q2	$305K	Hold	7,348	–	–	0.19%	86
2015 Q1	$349K	Hold	7,348	–	–	0.15%	113
2014 Q4	$304K	Hold	7,348	–	–	0.13%	122
2014 Q3	$366K	Hold	7,348	–	–	0.16%	115
2014 Q2	$423K	Hold	7,348	–	–	0.18%	107
2014 Q1	$414K	Sell	7,348 -735	-9%	-$38.3K	0.17%	114
2013 Q4	$406K	Hold	8,083	–	–	0.18%	106
2013 Q3	$372K	Hold	8,083	–	–	0.17%	108
2013 Q2	$371K	Buy	+8,083	New	+$332K	0.18%	106

Other funds holding EQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return