Harbor Investment Advisory’s Equitable Holdings EQH Stock Holding History

Harbor Investment Advisory’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	$67.8K	Buy	1,545 +1,310	+557%	+$54.8K	﹤0.01%	670
2026 Q1	$8.72K	Hold	235	–	–	﹤0.01%	926
2025 Q4	$11.2K	Hold	235	–	–	﹤0.01%	916
2025 Q3	$11.9K	Hold	235	–	–	﹤0.01%	880
2025 Q2	$13.2K	Hold	235	–	–	﹤0.01%	840
2025 Q1	$12.2K	Hold	235	–	–	﹤0.01%	829
2024 Q4	$11.1K	Hold	235	–	–	﹤0.01%	843
2024 Q3	$9.88K	Hold	235	–	–	﹤0.01%	872
2024 Q2	$9.6K	Hold	235	–	–	﹤0.01%	867
2024 Q1	$8.93K	Hold	235	–	–	﹤0.01%	879
2023 Q4	$7.83K	Hold	235	–	–	﹤0.01%	864
2023 Q3	$6.67K	Sell	235 -9	-4%	-$254	﹤0.01%	875
2023 Q2	$6.63K	Buy	244 +9	+4%	+$228	﹤0.01%	1088
2023 Q1	$5.97K	Hold	235	–	–	﹤0.01%	1101
2022 Q4	$6.75K	Hold	235	–	–	﹤0.01%	1069
2022 Q3	$6K	Hold	235	–	–	﹤0.01%	1107
2022 Q2	$6K	Hold	235	–	–	﹤0.01%	1110
2022 Q1	$7K	Hold	235	–	–	﹤0.01%	1109
2021 Q4	$8K	Hold	235	–	–	﹤0.01%	1090
2021 Q3	$7K	Hold	235	–	–	﹤0.01%	1108
2021 Q2	$7K	Hold	235	–	–	﹤0.01%	1060
2021 Q1	$8K	Hold	235	–	–	﹤0.01%	1019
2020 Q4	$6K	Hold	235	–	–	﹤0.01%	996
2020 Q3	$4K	Hold	235	–	–	﹤0.01%	965
2020 Q2	$5K	Hold	235	–	–	﹤0.01%	870
2020 Q1	$3K	Hold	235	–	–	﹤0.01%	898
2019 Q4	$6K	Buy	+235	New	+$5.45K	﹤0.01%	691

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Harbor Investment Advisory's EQH Position: Q2 2026 in Review

Harbor Investment Advisory increased its Equitable Holdings (EQH) stake by 557% in Q2 2026, buying an estimated $54.8K and bringing the position to 1,545 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Harbor Investment Advisory first reported a position in EQH in Q4 2019 and has held it in 27 quarters since. 94 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Harbor Investment Advisory held 1,545 shares of Equitable Holdings worth $67.8K as of Q2 2026.
Harbor Investment Advisory bought 1,310 Equitable Holdings shares in Q2 2026, an estimated $54.8K.
Equitable Holdings made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #670 holding.
Harbor Investment Advisory first reported a position in Equitable Holdings in Q4 2019 and has held it in 27 quarters since.
94 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.