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Foster & Motley’s Equitable Holdings EQH Stock Holding History

Foster & Motley’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 		$6.37M Sell
171,571
-5,795
-3% -$248K 0.33% 82
2025
Q4 		$8.45M Sell
177,366
-5,971
-3% -$283K 0.45% 57
2025
Q3 		$9.31M Buy
183,337
+1,836
+1% +$97.3K 0.5% 49
2025
Q2 		$10.2M Buy
181,501
+4,632
+3% +$238K 0.59% 37
2025
Q1 		$9.21M Buy
176,869
+2,726
+2% +$143K 0.58% 40
2024
Q4 		$8.21M Buy
174,143
+3,594
+2% +$166K 0.53% 46
2024
Q3 		$7.17M Buy
170,549
+3,648
+2% +$150K 0.45% 53
2024
Q2 		$6.82M Buy
166,901
+2,754
+2% +$108K 0.47% 52
2024
Q1 		$6.24M Buy
164,147
+5,442
+3% +$185K 0.43% 60
2023
Q4 		$5.29M Buy
158,705
+34,745
+28% +$1.02M 0.39% 69
2023
Q3 		$3.52M Sell
123,960
-1,116
-0.9% -$31.5K 0.29% 99
2023
Q2 		$3.4M Sell
125,076
-834
-0.7% -$21.1K 0.26% 109
2023
Q1 		$3.2M Sell
125,910
-503
-0.4% -$14.8K 0.26% 103
2022
Q4 		$3.63M Sell
126,413
-13,925
-10% -$412K 0.31% 86
2022
Q3 		$3.7M Sell
140,338
-7,172
-5% -$204K 0.35% 70
2022
Q2 		$3.85M Sell
147,510
-12,194
-8% -$353K 0.34% 69
2022
Q1 		$4.94M Sell
159,704
-1,969
-1% -$64.9K 0.39% 66
2021
Q4 		$5.3M Buy
161,673
+806
+0.5% +$26.5K 0.41% 61
2021
Q3 		$4.77M Sell
160,867
-4,527
-3% -$137K 0.4% 64
2021
Q2 		$5.04M Sell
165,394
-8,727
-5% -$285K 0.42% 60
2021
Q1 		$5.68M Sell
174,121
-10,891
-6% -$314K 0.47% 52
2020
Q4 		$4.73M Sell
185,012
-36,652
-17% -$857K 0.46% 59
2020
Q3 		$4.04M Sell
221,664
-2,384
-1% -$47.9K 0.48% 60
2020
Q2 		$4.32M Sell
224,048
-24,686
-10% -$441K 0.54% 54
2020
Q1 		$3.59M Buy
+248,734
New +$5.43M 0.54% 48

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

Foster & Motley's EQH Position: Q1 2026 in Review

Foster & Motley reduced its Equitable Holdings (EQH) stake by 3.3% in Q1 2026, selling an estimated $248K and leaving 171,571 shares worth $6.37M. The position accounts for 0.33% of the portfolio, ranked #82.

Foster & Motley first reported a position in EQH in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Foster & Motley held 171,571 shares of Equitable Holdings worth $6.37M as of Q1 2026.
  • Foster & Motley sold 5,795 Equitable Holdings shares in Q1 2026, an estimated $248K.
  • Equitable Holdings made up 0.33% of Foster & Motley's portfolio in Q1 2026, its #82 holding.
  • Foster & Motley first reported a position in Equitable Holdings in Q1 2020 and has held it in 25 quarters since.
  • Foster & Motley's Equitable Holdings position peaked at $10.2M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.