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Harbour Investments’s Equitable Holdings EQH Stock Holding History

Harbour Investments’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
Q1 		$22K Sell
592
-28
-5% -$1.2K ﹤0.01% 2825
2025
Q4 		$29.5K Buy
620
+3
+0.5% +$142 ﹤0.01% 2225
2025
Q3 		$31.3K Buy
617
+34
+6% +$1.8K ﹤0.01% 2118
2025
Q2 		$32.7K Buy
583
+39
+7% +$2.01K ﹤0.01% 2007
2025
Q1 		$28.3K Buy
544
+27
+5% +$1.41K ﹤0.01% 2035
2024
Q4 		$24.4K Sell
517
-4
-0.8% -$185 ﹤0.01% 2035
2024
Q3 		$21.9K Buy
521
+154
+42% +$6.32K ﹤0.01% 2016
2024
Q2 		$15K Buy
367
+208
+131% +$8.15K ﹤0.01% 2089
2024
Q1 		$6.04K Sell
159
-27
-15% -$918 ﹤0.01% 2409
2023
Q4 		$6.19K Buy
186
+39
+27% +$1.14K ﹤0.01% 2333
2023
Q3 		$4.17K Buy
147
+127
+635% +$3.58K ﹤0.01% 2336
2023
Q2 		$543 Sell
20
-10
-33% -$253 ﹤0.01% 2805
2023
Q1 		$762 Sell
30
-87
-74% -$2.57K ﹤0.01% 2738
2022
Q4 		$3.36K Buy
117
+59
+102% +$1.75K ﹤0.01% 2369
2022
Q3 		$2K Hold
58
– – ﹤0.01% 2426
2022
Q2 		$2K Buy
+58
New +$1.68K ﹤0.01% 2426
2021
Q4 		$2K Sell
58
-229
-80% -$7.52K ﹤0.01% 2385
2021
Q3 		$9K Buy
287
+74
+35% +$2.24K ﹤0.01% 2718
2021
Q2 		$6K Sell
213
-6
-3% -$196 ﹤0.01% 2965
2021
Q1 		$7K Buy
+219
New +$6.31K ﹤0.01% 2757

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbour Investments's EQH Position: Q1 2026 in Review

Harbour Investments reduced its Equitable Holdings (EQH) stake by 4.5% in Q1 2026, selling an estimated $1.2K and leaving 592 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Harbour Investments first reported a position in EQH in Q1 2021 and has held it in 20 quarters since. The position peaked at $32.7K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Harbour Investments held 592 shares of Equitable Holdings worth $22K as of Q1 2026.
  • Harbour Investments sold 28 Equitable Holdings shares in Q1 2026, an estimated $1.2K.
  • Equitable Holdings made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2825 holding.
  • Harbour Investments first reported a position in Equitable Holdings in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Equitable Holdings position peaked at $32.7K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.