HHGA
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Halbert Hargrove Global Advisors’s Equitable Holdings EQH Stock Holding History

Halbert Hargrove Global Advisors’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
-52
Closed -$2.64K – 493
2025
Q3 		$2.64K Buy
+52
New +$2.75K ﹤0.01% 514
2025
Q2 		– Sell
-16
Closed -$834 – 417
2025
Q1 		$834 Buy
+16
New +$838 ﹤0.01% 459

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's EQH Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 52 shares — an estimated $2.64K sold.

Halbert Hargrove Global Advisors first reported a position in EQH in Q1 2025 and held it in 2 quarters. The position peaked at $2.64K in Q3 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 52 Equitable Holdings shares in Q4 2025, an estimated $2.64K.
  • Halbert Hargrove Global Advisors first reported a position in Equitable Holdings in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Equitable Holdings position peaked at $2.64K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.