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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's EQH Position: Q1 2026 in Review

FORA Capital opened a new position in Equitable Holdings (EQH) in Q1 2026: 134,898 shares worth $5.01M. The stake represents 0.37% of the portfolio and ranks #83 among its holdings. This is a return to the name: FORA Capital previously reported a position in EQH as recently as Q2 2025.

FORA Capital first reported a position in EQH in Q4 2019 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • FORA Capital held 134,898 shares of Equitable Holdings worth $5.01M as of Q1 2026.
  • Equitable Holdings was a new FORA Capital position in Q1 2026.
  • Equitable Holdings made up 0.37% of FORA Capital's portfolio in Q1 2026, its #83 holding.
  • FORA Capital first reported a position in Equitable Holdings in Q4 2019 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.