First Horizon Advisors’s Equitable Holdings EQH Stock Holding History

First Horizon 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
2025 Q2	$24.1K	Buy	429 +383	+833%	+$19.7K	﹤0.01%	1345
2025 Q1	$2.4K	Hold	46	–	–	﹤0.01%	1949
2024 Q4	$2.17K	Hold	46	–	–	﹤0.01%	1965
2024 Q3	$1.93K	Hold	46	–	–	﹤0.01%	2017
2024 Q2	$1.88K	Hold	46	–	–	﹤0.01%	1992
2024 Q1	$1.75K	Hold	46	–	–	﹤0.01%	2061
2023 Q4	$1.53K	Hold	46	–	–	﹤0.01%	2101
2023 Q3	$1.3K	Hold	46	–	–	﹤0.01%	2112
2023 Q2	$1.25K	Hold	46	–	–	﹤0.01%	2218
2023 Q1	$1.17K	Hold	46	–	–	﹤0.01%	2223
2022 Q4	$1.32K	Hold	46	–	–	﹤0.01%	2167
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	2107
2022 Q2	$1K	Sell	46 -16	-26%	-$464	﹤0.01%	2197
2022 Q1	$2K	Sell	62 -60	-49%	-$1.98K	﹤0.01%	1437
2021 Q4	$4K	Hold	122	–	–	﹤0.01%	1801
2021 Q3	$3K	Buy	122 +75	+160%	+$2.27K	﹤0.01%	1860
2021 Q2	$1K	Hold	47	–	–	﹤0.01%	1860
2021 Q1	$1K	Buy	47 +45	+2,250%	+$1.3K	﹤0.01%	1762
2020 Q4	$0	Buy	+2	New	+$47	﹤0.01%	1480

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's EQH Position: Q2 2025 in Review

First Horizon Advisors increased its Equitable Holdings (EQH) stake by 833% in Q2 2025, buying an estimated $19.7K and bringing the position to 429 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

First Horizon Advisors first reported a position in EQH in Q4 2020 and has held it in 19 quarters since. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

First Horizon Advisors held 429 shares of Equitable Holdings worth $24.1K as of Q2 2025.
First Horizon Advisors bought 383 Equitable Holdings shares in Q2 2025, an estimated $19.7K.
Equitable Holdings made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1345 holding.
First Horizon Advisors first reported a position in Equitable Holdings in Q4 2020 and has held it in 19 quarters since.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.