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High Note Wealth’s Equitable Holdings EQH Stock Holding History

High Note Wealth’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 		$5.42K Sell
146
-4
-3% -$171 ﹤0.01% 514
2025
Q4 		$7.15K Hold
150
– – ﹤0.01% 396
2025
Q3 		$7.62K Hold
150
– – ﹤0.01% 356
2025
Q2 		$8.41K Hold
150
– – ﹤0.01% 320
2025
Q1 		$7.81K Hold
150
– – ﹤0.01% 320
2024
Q4 		$7.08K Buy
+150
New +$6.93K ﹤0.01% 345

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

High Note Wealth's EQH Position: Q1 2026 in Review

High Note Wealth reduced its Equitable Holdings (EQH) stake by 2.7% in Q1 2026, selling an estimated $171 and leaving 146 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

High Note Wealth first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.41K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • High Note Wealth held 146 shares of Equitable Holdings worth $5.42K as of Q1 2026.
  • High Note Wealth sold 4 Equitable Holdings shares in Q1 2026, an estimated $171.
  • Equitable Holdings made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #514 holding.
  • High Note Wealth first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Equitable Holdings position peaked at $8.41K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.