Freestone Grove Partners’s Equitable Holdings EQH Stock Holding History

Freestone Grove Partners’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	$88	Sell	2 -56,630	-100%	-$2.37M	﹤0.01%	930
2026 Q1	$2.1M	Sell	56,632 -87,002	-61%	-$3.73M	0.01%	370
2025 Q4	$6.84M	Sell	143,634 -377,099	-72%	-$17.9M	0.05%	320
2025 Q3	$26.4M	Sell	520,733 -88,180	-14%	-$4.67M	0.2%	173
2025 Q2	$34.2M	Sell	608,913 -633,859	-51%	-$32.6M	0.26%	145
2025 Q1	$64.7M	Buy	1,242,772 +215,178	+21%	+$11.3M	0.67%	33
2024 Q4	$48.5M	Buy	+1,027,594	New	+$47.5M	0.59%	53

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

Freestone Grove Partners's EQH Position: Q2 2026 in Review

Freestone Grove Partners reduced its Equitable Holdings (EQH) stake by 100% in Q2 2026, selling an estimated $2.37M and leaving 2 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Freestone Grove Partners first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.7M in Q1 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Freestone Grove Partners held 2 shares of Equitable Holdings worth $88 as of Q2 2026.
Freestone Grove Partners sold 56,630 Equitable Holdings shares in Q2 2026, an estimated $2.37M.
Equitable Holdings made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #930 holding.
Freestone Grove Partners first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
Freestone Grove Partners's Equitable Holdings position peaked at $64.7M in Q1 2025.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.