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HB Wealth Management’s Equitable Holdings EQH Stock Holding History

HB Wealth 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
2026
Q2 		$429K Buy
9,784
+444
+5% +$18.6K ﹤0.01% 1187
2026
Q1 		$347K Buy
9,340
+3,750
+67% +$161K ﹤0.01% 1140
2025
Q4 		$266K Buy
5,590
+819
+17% +$38.8K ﹤0.01% 1200
2025
Q3 		$242K Sell
4,771
-17
-0.4% -$901 ﹤0.01% 1182
2025
Q2 		$269K Buy
4,788
+184
+4% +$9.46K ﹤0.01% 985
2025
Q1 		$240K Buy
4,604
+111
+2% +$5.81K ﹤0.01% 1059
2024
Q4 		$212K Buy
+4,493
New +$207K ﹤0.01% 961

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HB Wealth Management's EQH Position: Q2 2026 in Review

HB Wealth Management increased its Equitable Holdings (EQH) stake by 4.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 9,784 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

HB Wealth Management first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • HB Wealth Management held 9,784 shares of Equitable Holdings worth $429K as of Q2 2026.
  • HB Wealth Management bought 444 Equitable Holdings shares in Q2 2026, an estimated $18.6K.
  • Equitable Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1187 holding.
  • HB Wealth Management first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.