GC
EQH icon

Guggenheim Capital’s Equitable Holdings EQH Stock Holding History

Guggenheim Capital’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
-7,544
Closed -$383K – 1781
2025
Q3 		$383K Sell
7,544
-1,496
-17% -$79.2K ﹤0.01% 1296
2025
Q2 		$507K Sell
9,040
-494
-5% -$25.4K ﹤0.01% 1187
2025
Q1 		$497K Sell
9,534
-130
-1% -$6.81K ﹤0.01% 1204
2024
Q4 		$456K Sell
9,664
-12,404
-56% -$573K ﹤0.01% 1295
2024
Q3 		$928K Buy
+22,068
New +$905K 0.01% 1143
2023
Q2 		– Sell
-19,775
Closed -$502K – 1886
2023
Q1 		$502K Sell
19,775
-2,825
-13% -$83.4K ﹤0.01% 1491
2022
Q4 		$649K Sell
22,600
-428
-2% -$12.7K 0.01% 1369
2022
Q3 		$607K Buy
23,028
+1,249
+6% +$35.5K 0.01% 1391
2022
Q2 		$568K Sell
21,779
-7,901
-27% -$229K ﹤0.01% 1517
2022
Q1 		$918K Sell
29,680
-118,196
-80% -$3.9M 0.01% 1404
2021
Q4 		$4.85M Sell
147,876
-4,918
-3% -$161K 0.03% 698
2021
Q3 		$4.53M Buy
152,794
+70,268
+85% +$2.13M 0.03% 705
2021
Q2 		$2.51M Buy
82,526
+62,852
+319% +$2.05M 0.01% 964
2021
Q1 		$642K Buy
19,674
+5,425
+38% +$156K ﹤0.01% 1602
2020
Q4 		$365K Buy
14,249
+2,487
+21% +$58.2K ﹤0.01% 1764
2020
Q3 		$215K Sell
11,762
-2,624
-18% -$52.8K ﹤0.01% 1758
2020
Q2 		$278K Sell
14,386
-10,355
-42% -$185K ﹤0.01% 1632
2020
Q1 		$358K Buy
24,741
+2,544
+11% +$55.6K ﹤0.01% 1482
2019
Q4 		$550K Sell
22,197
-207
-0.9% -$4.8K ﹤0.01% 1555
2019
Q3 		$496K Buy
22,404
+4,965
+28% +$107K ﹤0.01% 1619
2019
Q2 		$364K Sell
17,439
-10,150
-37% -$218K ﹤0.01% 1798
2019
Q1 		$556K Buy
27,589
+4,145
+18% +$79.1K ﹤0.01% 1633
2018
Q4 		$390K Buy
+23,444
New +$457K ﹤0.01% 1792

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Guggenheim Capital's EQH Position: Q4 2025 in Review

Guggenheim Capital sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 7,544 shares — an estimated $383K sold.

Guggenheim Capital first reported a position in EQH in Q4 2018 and held it in 23 quarters. The position peaked at $4.85M in Q4 2021. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Guggenheim Capital reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Guggenheim Capital sold 7,544 Equitable Holdings shares in Q4 2025, an estimated $383K.
  • Guggenheim Capital first reported a position in Equitable Holdings in Q4 2018 and held it in 23 quarters.
  • Guggenheim Capital's Equitable Holdings position peaked at $4.85M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.