GRP
EQH icon

Global Retirement Partners’s Equitable Holdings EQH Stock Holding History

Global Retirement 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 		$68.7K Buy
+1,567
New +$65.5K ﹤0.01% 2311
2025
Q4 		– Sell
-692
Closed -$35.1K – 4293
2025
Q3 		$35.1K Sell
692
-597
-46% -$31.6K ﹤0.01% 2094
2025
Q2 		$72.3K Buy
+1,289
New +$66.3K ﹤0.01% 1587
2024
Q4 		$62.5K Sell
1,324
-155
-10% -$7.16K ﹤0.01% 1512
2024
Q3 		$62.2K Buy
1,479
+152
+11% +$6.24K ﹤0.01% 1459
2024
Q2 		$54.2K Buy
1,327
+461
+53% +$18.1K ﹤0.01% 1494
2024
Q1 		$32.9K Sell
866
-293
-25% -$9.96K ﹤0.01% 1598
2023
Q4 		$37.5K Buy
1,159
+39
+3% +$1.14K ﹤0.01% 1497
2023
Q3 		$30.1K Sell
1,120
-101
-8% -$2.85K ﹤0.01% 1492
2023
Q2 		$33.2K Buy
1,221
+6
+0.5% +$152 ﹤0.01% 1455
2023
Q1 		$29.8K Buy
1,215
+155
+15% +$4.57K ﹤0.01% 1471
2022
Q4 		$30.4K Buy
1,060
+177
+20% +$5.24K ﹤0.01% 1301
2022
Q3 		$27K Buy
883
+74
+9% +$2.1K ﹤0.01% 1257
2022
Q2 		$21K Hold
809
– – ﹤0.01% 1340
2022
Q1 		$23K Buy
+809
New +$26.7K ﹤0.01% 1303
2021
Q4 		– Sell
-746
Closed -$22K – 665
2021
Q3 		$22K Sell
746
-265
-26% -$8.02K ﹤0.01% 1173
2021
Q2 		$31K Buy
1,011
+1
+0.1% +$33 ﹤0.01% 1037
2021
Q1 		$33K Sell
1,010
-66
-6% -$1.9K ﹤0.01% 933
2020
Q4 		$28K Buy
1,076
+174
+19% +$4.07K ﹤0.01% 925
2020
Q3 		$16K Buy
902
+214
+31% +$4.3K ﹤0.01% 994
2020
Q2 		$13K Buy
688
+78
+13% +$1.39K ﹤0.01% 1032
2020
Q1 		$9K Buy
610
+354
+138% +$7.73K ﹤0.01% 1053
2019
Q4 		$6K Sell
256
-177
-41% -$4.1K ﹤0.01% 1279
2019
Q3 		$10K Buy
+433
New +$9.29K ﹤0.01% 1112
2018
Q4 		– Sell
-79
Closed -$2K – 1479
2018
Q3 		$2K Hold
79
– – ﹤0.01% 1389
2018
Q2 		$2K Buy
+79
New +$1.68K ﹤0.01% 1380

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Global Retirement Partners's EQH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Equitable Holdings (EQH) in Q2 2026: 1,567 shares worth $68.7K. The stake represents ﹤0.01% of the portfolio and ranks #2311 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EQH as recently as Q3 2025.

Global Retirement Partners first reported a position in EQH in Q2 2018 and has held it in 26 quarters since. The position peaked at $72.3K in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Global Retirement Partners held 1,567 shares of Equitable Holdings worth $68.7K as of Q2 2026.
  • Equitable Holdings was a new Global Retirement Partners position in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2311 holding.
  • Global Retirement Partners first reported a position in Equitable Holdings in Q2 2018 and has held it in 26 quarters since.
  • Global Retirement Partners's Equitable Holdings position peaked at $72.3K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.