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 Q2	$6.71K	Buy	153 +7	+5%	+$293	﹤0.01%	496
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

High Note Wealth's EQH Position: Q2 2026 in Review

High Note Wealth increased its Equitable Holdings (EQH) stake by 4.8% in Q2 2026, buying an estimated $293 and bringing the position to 153 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

High Note Wealth first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.41K in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

High Note Wealth held 153 shares of Equitable Holdings worth $6.71K as of Q2 2026.
High Note Wealth bought 7 Equitable Holdings shares in Q2 2026, an estimated $293.
Equitable Holdings made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #496 holding.
High Note Wealth first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
High Note Wealth's Equitable Holdings position peaked at $8.41K in Q2 2025.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.