FFO
EQH icon

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
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

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

Fortitude Family Office's EQH Position: Q2 2026 in Review

Fortitude Family Office increased its Equitable Holdings (EQH) stake by 5.6% in Q2 2026, buying an estimated $502 and bringing the position to 225 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Fortitude Family Office first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Fortitude Family Office held 225 shares of Equitable Holdings worth $9.87K as of Q2 2026.
  • Fortitude Family Office bought 12 Equitable Holdings shares in Q2 2026, an estimated $502.
  • Equitable Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #775 holding.
  • Fortitude Family Office first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Equitable Holdings position peaked at $11.2K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.