Frazier Financial Advisors’s Equitable Holdings EQH Stock Holding History

Frazier Financial Advisors’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	$4.78K	Hold	109	–	–	﹤0.01%	500
2026 Q1	$4.04K	Buy	+109	New	+$4.67K	﹤0.01%	534
2024 Q3	–	Sell	-227	Closed	-$9.28K	–	918
2024 Q2	$9.28K	Buy	227 +71	+46%	+$2.78K	0.01%	457
2024 Q1	$5.93K	Hold	156	–	–	﹤0.01%	551
2023 Q4	$5.2K	Buy	+156	New	+$4.57K	﹤0.01%	487

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

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

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

Frazier Financial Advisors's EQH Position: Q2 2026 in Review

Frazier Financial Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 109 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Frazier Financial Advisors first reported a position in EQH in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.28K in Q2 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Frazier Financial Advisors held 109 shares of Equitable Holdings worth $4.78K as of Q2 2026.
Frazier Financial Advisors left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #500 holding.
Frazier Financial Advisors first reported a position in Equitable Holdings in Q4 2023 and has held it in 5 quarters since.
Frazier Financial Advisors's Equitable Holdings position peaked at $9.28K in Q2 2024.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.