HIA
EQH icon

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
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 $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

HFM Investment Advisors's EQH Position: Q1 2026 in Review

HFM Investment Advisors reduced its Equitable Holdings (EQH) stake by 64% in Q1 2026, selling an estimated $386 and leaving 5 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

HFM Investment Advisors first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.23K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • HFM Investment Advisors held 5 shares of Equitable Holdings worth $186 as of Q1 2026.
  • HFM Investment Advisors sold 9 Equitable Holdings shares in Q1 2026, an estimated $386.
  • Equitable Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1006 holding.
  • HFM Investment Advisors first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Equitable Holdings position peaked at $1.23K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.