Glen Eagle Advisors’s Equitable Holdings EQH Stock Holding History

Glen Eagle 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
2025 Q4	–	Sell	-20	Closed	-$998	–	1076
2025 Q3	$998	Hold	20	–	–	﹤0.01%	1004
2025 Q2	$1.1K	Hold	20	–	–	﹤0.01%	925
2025 Q1	$1.02K	Hold	20	–	–	﹤0.01%	929
2024 Q4	$927	Hold	20	–	–	﹤0.01%	972
2024 Q3	$826	Hold	20	–	–	﹤0.01%	1026
2024 Q2	$803	Hold	20	–	–	﹤0.01%	1030
2024 Q1	$747	Hold	20	–	–	﹤0.01%	1009
2023 Q4	$655	Sell	20 -39	-66%	-$1.14K	﹤0.01%	959
2023 Q3	$1.68K	Hold	59	–	–	﹤0.01%	882
2023 Q2	$1.6K	Hold	59	–	–	﹤0.01%	893
2023 Q1	$1.5K	Sell	59 -119	-67%	-$3.51K	﹤0.01%	899
2022 Q4	$5.1K	Sell	178 -3,049	-94%	-$90.3K	﹤0.01%	709
2022 Q3	$85K	Buy	3,227 +118	+4%	+$3.35K	0.02%	280
2022 Q2	$81.1K	Hold	3,109	–	–	0.02%	303
2022 Q1	$96.1K	Buy	3,109 +3,050	+5,169%	+$101K	0.03%	287
2021 Q4	$1.94K	Hold	59	–	–	﹤0.01%	809
2021 Q3	$1.75K	Hold	59	–	–	﹤0.01%	933
2021 Q2	$1.8K	Hold	59	–	–	﹤0.01%	929
2021 Q1	$1.93K	Hold	59	–	–	﹤0.01%	882
2020 Q4	$1.51K	Buy	+59	New	+$1.38K	﹤0.01%	876

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Glen Eagle Advisors's EQH Position: Q4 2025 in Review

Glen Eagle Advisors sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 20 shares — an estimated $998 sold.

Glen Eagle Advisors first reported a position in EQH in Q4 2020 and held it in 20 quarters. The position peaked at $96.1K in Q1 2022. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

Glen Eagle Advisors reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
Glen Eagle Advisors sold 20 Equitable Holdings shares in Q4 2025, an estimated $998.
Glen Eagle Advisors first reported a position in Equitable Holdings in Q4 2020 and held it in 20 quarters.
Glen Eagle Advisors's Equitable Holdings position peaked at $96.1K in Q1 2022.
551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.