Grantham, Mayo, Van Otterloo & Co (GMO)’s Equitable Holdings EQH Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q3	–	Sell	-4,505	Closed	-$253K	–	624
2025 Q2	$253K	Buy	+4,505	New	+$232K	﹤0.01%	577
2022 Q4	–	Sell	-17,300	Closed	-$456K	–	730
2022 Q3	$456K	Buy	+17,300	New	+$492K	﹤0.01%	582
2022 Q1	–	Sell	-98,092	Closed	-$3.22M	–	717
2021 Q4	$3.22M	Buy	98,092 +60,784	+163%	+$2M	0.02%	396
2021 Q3	$1.11M	Buy	+37,308	New	+$1.13M	0.01%	518

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EQH Position: Q3 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 4,505 shares — an estimated $253K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EQH in Q3 2021 and held it in 4 quarters. The position peaked at $3.22M in Q4 2021. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 4,505 Equitable Holdings shares in Q3 2025, an estimated $253K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Equitable Holdings in Q3 2021 and held it in 4 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Equitable Holdings position peaked at $3.22M in Q4 2021.
562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2025, filed 13 Nov 2025.