GWN Securities’s Equitable Holdings EQH Stock Holding History

GWN Securities’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	-10,330	Closed	-$555K	–	501
2025 Q1	$555K	Buy	+10,330	New	+$541K	0.03%	443

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

GWN Securities's EQH Position: Q2 2025 in Review

GWN Securities sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 10,330 shares — an estimated $555K sold.

GWN Securities first reported a position in EQH in Q1 2025 and held it in 1 quarter. The position peaked at $555K in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

GWN Securities reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 10,330 Equitable Holdings shares in Q2 2025, an estimated $555K.
GWN Securities first reported a position in Equitable Holdings in Q1 2025 and held it in 1 quarter.
GWN Securities's Equitable Holdings position peaked at $555K in Q1 2025.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.