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 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 $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Grove Partners's EQH Position: Q1 2026 in Review

Freestone Grove Partners reduced its Equitable Holdings (EQH) stake by 61% in Q1 2026, selling an estimated $3.73M and leaving 56,632 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #370.

Freestone Grove Partners first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.7M in Q1 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Freestone Grove Partners held 56,632 shares of Equitable Holdings worth $2.1M as of Q1 2026.
Freestone Grove Partners sold 87,002 Equitable Holdings shares in Q1 2026, an estimated $3.73M.
Equitable Holdings made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #370 holding.
Freestone Grove Partners first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
Freestone Grove Partners's Equitable Holdings position peaked at $64.7M in Q1 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.