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HFM Investment Advisors’s Equitable Holdings EQH Stock Holding History

HFM Investment Advisors’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 		$220 Hold
5
– – ﹤0.01% 1170
2026
Q1 		$186 Sell
5
-9
-64% -$386 ﹤0.01% 1006
2025
Q4 		$668 Sell
14
-5
-26% -$237 ﹤0.01% 603
2025
Q3 		$965 Sell
19
-3
-14% -$159 ﹤0.01% 392
2025
Q2 		$1.23K Buy
22
+11
+100% +$566 ﹤0.01% 294
2025
Q1 		$573 Buy
+11
New +$576 ﹤0.01% 255

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's EQH Position: Q2 2026 in Review

HFM Investment Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 5 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

HFM Investment Advisors first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23K in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Equitable Holdings worth $220 as of Q2 2026.
  • HFM Investment Advisors left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1170 holding.
  • HFM Investment Advisors first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Equitable Holdings position peaked at $1.23K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.