Fortitude Family Office’s Equitable Holdings EQH Stock Holding History

Fortitude Family Office’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 Q3	$150K	Buy	2,929 +2,704	+1,202%	+$136K	0.03%	178
2026 Q2	$9.87K	Buy	225 +12	+6%	+$502	﹤0.01%	775
2026 Q1	$7.9K	Buy	213 +5	+2%	+$214	﹤0.01%	741
2025 Q4	$9.91K	Buy	208 +2	+1%	+$95	﹤0.01%	583
2025 Q3	$10.5K	Buy	206 +7	+4%	+$371	﹤0.01%	557
2025 Q2	$11.2K	Buy	199 +45	+29%	+$2.31K	﹤0.01%	516
2025 Q1	$8.02K	Hold	154	–	–	﹤0.01%	602
2024 Q4	$7.26K	Hold	154	–	–	﹤0.01%	724
2024 Q3	$6.47K	Hold	154	–	–	﹤0.01%	698
2024 Q2	$6.29K	Hold	154	–	–	﹤0.01%	513
2024 Q1	$5.85K	Hold	154	–	–	﹤0.01%	539
2023 Q4	$5.13K	Buy	+154	New	+$4.51K	﹤0.01%	618

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's EQH Position: Q3 2026 in Review

Fortitude Family Office increased its Equitable Holdings (EQH) stake by 1,202% in Q3 2026, buying an estimated $136K and bringing the position to 2,929 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #178.

Fortitude Family Office first reported a position in EQH in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Fortitude Family Office held 2,929 shares of Equitable Holdings worth $150K as of Q3 2026.
Fortitude Family Office bought 2,704 Equitable Holdings shares in Q3 2026, an estimated $136K.
Equitable Holdings made up 0.03% of Fortitude Family Office's portfolio in Q3 2026, its #178 holding.
Fortitude Family Office first reported a position in Equitable Holdings in Q4 2023 and has held it in 12 quarters since.
48 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.