Global Financial Private Client’s Equitable Holdings EQH Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-96	Closed	-$5K	–	646
2025 Q1	$5K	Buy	96 +46	+92%	+$2.41K	﹤0.01%	683
2024 Q4	$2.36K	Buy	50 +17	+52%	+$785	﹤0.01%	714
2024 Q3	$1.39K	Hold	33	–	–	﹤0.01%	744
2024 Q2	$1.35K	Hold	33	–	–	﹤0.01%	602
2024 Q1	$1.24K	Hold	33	–	–	﹤0.01%	625
2023 Q4	$1.1K	Hold	33	–	–	﹤0.01%	622
2023 Q3	$906	Hold	33	–	–	﹤0.01%	614
2023 Q2	$904	Hold	33	–	–	﹤0.01%	617
2023 Q1	$828	Hold	33	–	–	﹤0.01%	628
2022 Q4	$947	Hold	33	–	–	﹤0.01%	611
2022 Q3	$902	Hold	33	–	–	﹤0.01%	587
2022 Q2	$869	Hold	33	–	–	﹤0.01%	577
2022 Q1	$1.02K	Hold	33	–	–	﹤0.01%	580
2021 Q4	$1.08K	Hold	33	–	–	﹤0.01%	569
2021 Q3	$997	Hold	33	–	–	﹤0.01%	529
2021 Q2	$1.02K	Hold	33	–	–	﹤0.01%	530
2021 Q1	$1.09K	Hold	33	–	–	﹤0.01%	494
2020 Q4	$844	Buy	+33	New	+$772	﹤0.01%	496

Other funds holding EQH

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's EQH Position: Q2 2025 in Review

Global Financial Private Client sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 96 shares — an estimated $5K sold.

Global Financial Private Client first reported a position in EQH in Q4 2020 and held it in 18 quarters. The position peaked at $5K in Q1 2025. 583 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

Global Financial Private Client reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 96 Equitable Holdings shares in Q2 2025, an estimated $5K.
Global Financial Private Client first reported a position in Equitable Holdings in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Equitable Holdings position peaked at $5K in Q1 2025.
583 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.