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Financial Management Professionals’s Equitable Holdings EQH Stock Holding History

Financial Management Professionals’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
2025
Q4 		– Sell
-8
Closed -$406 – 989
2025
Q3 		$406 Hold
8
– – ﹤0.01% 875
2025
Q2 		$449 Buy
+8
New +$411 ﹤0.01% 922
2024
Q4 		– Sell
-5
Closed – – 1007
2024
Q3 		$0 Buy
+5
New +$205 ﹤0.01% 954

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Financial Management Professionals's EQH Position: Q4 2025 in Review

Financial Management Professionals sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 8 shares — an estimated $406 sold.

Financial Management Professionals first reported a position in EQH in Q3 2024 and held it in 3 quarters. The position peaked at $449 in Q2 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Financial Management Professionals reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 8 Equitable Holdings shares in Q4 2025, an estimated $406.
  • Financial Management Professionals first reported a position in Equitable Holdings in Q3 2024 and held it in 3 quarters.
  • Financial Management Professionals's Equitable Holdings position peaked at $449 in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.