Forum Financial Management’s Equitable Holdings EQH Stock Holding History

Forum Financial Management’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	–	Sell	-4,622	Closed	-$220K	–	545
2025 Q4	$220K	Sell	4,622 -399	-8%	-$18.9K	﹤0.01%	920
2025 Q3	$255K	Buy	5,021 +46	+0.9%	+$2.44K	﹤0.01%	822
2025 Q2	$279K	Buy	4,975 +46	+0.9%	+$2.37K	﹤0.01%	713
2025 Q1	$257K	Buy	4,929 +525	+12%	+$27.5K	﹤0.01%	679
2024 Q4	$208K	Buy	+4,404	New	+$203K	﹤0.01%	833
2023 Q1	–	Sell	-7,841	Closed	-$225K	–	631
2022 Q4	$225K	Sell	7,841 -386	-5%	-$11.4K	0.01%	506
2022 Q3	$217K	Sell	8,227 -1,956	-19%	-$55.6K	0.01%	473
2022 Q2	$265K	Buy	+10,183	New	+$295K	0.01%	402

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's EQH Position: Q1 2026 in Review

Forum Financial Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 4,622 shares — an estimated $220K sold.

Forum Financial Management first reported a position in EQH in Q2 2022 and held it in 8 quarters. The position peaked at $279K in Q2 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Forum Financial Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,622 Equitable Holdings shares in Q1 2026, an estimated $220K.
Forum Financial Management first reported a position in Equitable Holdings in Q2 2022 and held it in 8 quarters.
Forum Financial Management's Equitable Holdings position peaked at $279K in Q2 2025.
542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.