Financial Consulate’s Equitable Holdings EQH Stock Holding History

Financial Consulate’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	–	Sell	-6	Closed	-$223	–	1472
2026 Q1	$223	Buy	+6	New	+$257	﹤0.01%	1366

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Consulate's EQH Position: Q2 2026 in Review

Financial Consulate sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 6 shares — an estimated $223 sold.

Financial Consulate first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $223 in Q1 2026. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Financial Consulate reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Financial Consulate sold 6 Equitable Holdings shares in Q2 2026, an estimated $223.
Financial Consulate first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
Financial Consulate's Equitable Holdings position peaked at $223 in Q1 2026.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.