Four Tree Island Advisory’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.6M Buy
379,043
+8,565
+2% +$358K 5.48% 8
2026
Q1
$13.7M Buy
370,478
+8,899
+2% +$381K 6.94% 7
2025
Q4
$17.2M Buy
361,579
+3,110
+0.9% +$147K 9.51% 4
2025
Q3
$18.2M Sell
358,469
-3,391
-0.9% -$180K 11.58% 4
2025
Q2
$20.3M Sell
361,860
-59,602
-14% -$3.07M 14.28% 2
2025
Q1
$22M Buy
421,462
+15,612
+4% +$817K 15.42% 1
2024
Q4
$19.1M Buy
+405,850
New +$18.7M 13.22% 3

Other funds holding EQH

Four Tree Island Advisory's EQH Position: Q2 2026 in Review

Four Tree Island Advisory increased its Equitable Holdings (EQH) stake by 2.3% in Q2 2026, buying an estimated $358K and bringing the position to 379,043 shares worth $16.6M. The position accounts for 5.48% of the portfolio, ranked #8.

Four Tree Island Advisory first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $22M in Q1 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Four Tree Island Advisory held 379,043 shares of Equitable Holdings worth $16.6M as of Q2 2026.
  • Four Tree Island Advisory bought 8,565 Equitable Holdings shares in Q2 2026, an estimated $358K.
  • Equitable Holdings made up 5.48% of Four Tree Island Advisory's portfolio in Q2 2026, its #8 holding.
  • Four Tree Island Advisory first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
  • Four Tree Island Advisory's Equitable Holdings position peaked at $22M in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Four Tree Island Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.