FC
EQH icon

FORA Capital’s Equitable Holdings EQH Stock Holding History

FORA Capital’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
-134,898
Closed -$5.01M – 425
2026
Q1 		$5.01M Buy
+134,898
New +$5.78M 0.37% 83
2025
Q3 		– Sell
-6,192
Closed -$347K – 544
2025
Q2 		$347K Sell
6,192
-14,130
-70% -$727K 0.04% 384
2025
Q1 		$1.06M Buy
+20,322
New +$1.06M 0.11% 212
2022
Q1 		– Sell
-6,422
Closed -$211K – 544
2021
Q4 		$211K Buy
+6,422
New +$211K 0.08% 285
2020
Q1 		– Sell
-22,109
Closed -$548K – 1119
2019
Q4 		$548K Buy
+22,109
New +$512K 0.06% 370

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FORA Capital's EQH Position: Q2 2026 in Review

FORA Capital sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 134,898 shares — an estimated $5.01M sold.

FORA Capital first reported a position in EQH in Q4 2019 and held it in 5 quarters. The position peaked at $5.01M in Q1 2026. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • FORA Capital reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 134,898 Equitable Holdings shares in Q2 2026, an estimated $5.01M.
  • FORA Capital first reported a position in Equitable Holdings in Q4 2019 and held it in 5 quarters.
  • FORA Capital's Equitable Holdings position peaked at $5.01M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.