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Hemington Wealth Management’s Equitable Holdings EQH Stock Holding History

Hemington 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
2025
Q3 		$17K Buy
351
+10
+3% +$530 ﹤0.01% 692
2025
Q2 		$19K Buy
341
+32
+10% +$1.65K ﹤0.01% 636
2025
Q1 		$16K Buy
309
+133
+76% +$6.96K ﹤0.01% 644
2024
Q4 		$8K Buy
176
+62
+54% +$2.86K ﹤0.01% 834
2024
Q3 		$5K Buy
+114
New +$4.68K ﹤0.01% 929

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's EQH Position: Q3 2025 in Review

Hemington Wealth Management increased its Equitable Holdings (EQH) stake by 2.9% in Q3 2025, buying an estimated $530 and bringing the position to 351 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Hemington Wealth Management first reported a position in EQH in Q3 2024 and has held it in 5 quarters since. The position peaked at $19K in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Hemington Wealth Management held 351 shares of Equitable Holdings worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 10 Equitable Holdings shares in Q3 2025, an estimated $530.
  • Equitable Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #692 holding.
  • Hemington Wealth Management first reported a position in Equitable Holdings in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Equitable Holdings position peaked at $19K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.