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GAMMA Investing’s Equitable Holdings EQH Stock Holding History

GAMMA Investing’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
Q3 		$745K Buy
14,522
+2,603
+22% +$131K 0.03% 524
2026
Q2 		$523K Buy
11,919
+2,805
+31% +$117K 0.02% 634
2026
Q1 		$338K Sell
9,114
-192
-2% -$8.22K 0.02% 777
2025
Q4 		$443K Sell
9,306
-1,850
-17% -$87.7K 0.02% 582
2025
Q3 		$567K Sell
11,156
-162
-1% -$8.58K 0.03% 469
2025
Q2 		$635K Buy
11,318
+947
+9% +$48.7K 0.04% 397
2025
Q1 		$540K Buy
10,371
+1,961
+23% +$103K 0.04% 386
2024
Q4 		$397K Buy
8,410
+957
+13% +$44.2K 0.03% 441
2024
Q3 		$313K Buy
7,453
+796
+12% +$32.7K 0.03% 453
2024
Q2 		$272K Buy
6,657
+4,718
+243% +$185K 0.04% 412
2024
Q1 		$73.7K Buy
1,939
+405
+26% +$13.8K 0.02% 794
2023
Q4 		$50.1K Buy
+1,534
New +$44.9K 0.01% 896

Other funds holding EQH

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
VEM
Vann Equity Management Plano, Texas $168M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GAMMA Investing's EQH Position: Q3 2026 in Review

GAMMA Investing increased its Equitable Holdings (EQH) stake by 22% in Q3 2026, buying an estimated $131K and bringing the position to 14,522 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #524.

GAMMA Investing first reported a position in EQH in Q4 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • GAMMA Investing held 14,522 shares of Equitable Holdings worth $745K as of Q3 2026.
  • GAMMA Investing bought 2,603 Equitable Holdings shares in Q3 2026, an estimated $131K.
  • Equitable Holdings made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #524 holding.
  • GAMMA Investing first reported a position in Equitable Holdings in Q4 2023 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.