Harvest Fund Management’s Equitable Holdings EQH Stock Holding History

Harvest Fund Management’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 Q3	–	Sell	-11,095	Closed	-$622K	–	657
2025 Q2	$622K	Sell	11,095 -7,128	-39%	-$367K	0.03%	223
2025 Q1	$949K	Buy	18,223 +9,656	+113%	+$505K	0.05%	200
2024 Q4	$404K	Buy	8,567 +8,531	+23,697%	+$394K	0.02%	363
2024 Q3	$2K	Sell	36 -6,858	-99%	-$281K	﹤0.01%	575
2024 Q2	$281K	Hold	6,894	–	–	0.02%	301
2024 Q1	$262K	Buy	6,894 +4,969	+258%	+$169K	0.02%	283
2023 Q4	$64K	Buy	+1,925	New	+$56.4K	0.01%	387
2023 Q1	–	Sell	-1,023	Closed	-$29K	–	766
2022 Q4	$29K	Hold	1,023	–	–	0.01%	558
2022 Q3	$27K	Hold	1,023	–	–	0.01%	510
2022 Q2	$27K	Hold	1,023	–	–	0.01%	510
2022 Q1	$31K	Hold	1,023	–	–	0.01%	522
2021 Q4	$33K	Hold	1,023	–	–	0.01%	544
2021 Q3	$30K	Hold	1,023	–	–	0.01%	529
2021 Q2	$31K	Buy	+1,023	New	+$33.4K	﹤0.01%	554

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Fund Management's EQH Position: Q3 2025 in Review

Harvest Fund Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 11,095 shares — an estimated $622K sold.

Harvest Fund Management first reported a position in EQH in Q2 2021 and held it in 14 quarters. The position peaked at $949K in Q1 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

Harvest Fund Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
Harvest Fund Management sold 11,095 Equitable Holdings shares in Q3 2025, an estimated $622K.
Harvest Fund Management first reported a position in Equitable Holdings in Q2 2021 and held it in 14 quarters.
Harvest Fund Management's Equitable Holdings position peaked at $949K in Q1 2025.
562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Harvest Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.