HighTower Advisors
EQH icon

HighTower Advisors’s Equitable Holdings EQH Stock Holding History

HighTower 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
Q3 		$1.25M Buy
24,290
+1,437
+6% +$72.3K ﹤0.01% 2119
2026
Q2 		$1M Sell
22,853
-2,918
-11% -$122K ﹤0.01% 2235
2026
Q1 		$956K Sell
25,771
-5,850
-19% -$251K ﹤0.01% 2214
2025
Q4 		$1.51M Sell
31,621
-1,059
-3% -$50.2K ﹤0.01% 1841
2025
Q3 		$1.66M Buy
32,680
+1,248
+4% +$66.1K ﹤0.01% 1749
2025
Q2 		$1.76M Buy
31,432
+3,239
+11% +$167K ﹤0.01% 1634
2025
Q1 		$1.47M Buy
28,193
+5,987
+27% +$313K ﹤0.01% 1712
2024
Q4 		$1.05M Sell
22,206
-10,890
-33% -$503K ﹤0.01% 1925
2024
Q3 		$1.39M Buy
33,096
+162
+0.5% +$6.65K ﹤0.01% 1727
2024
Q2 		$1.34M Buy
+32,934
New +$1.29M ﹤0.01% 1687
2024
Q1 		– Sell
-29,531
Closed -$984K – 3727
2023
Q4 		$984K Sell
29,531
-3,474
-11% -$102K ﹤0.01% 1843
2023
Q3 		$937K Buy
+33,005
New +$932K ﹤0.01% 1808
2021
Q2 		– Sell
-15,738
Closed -$509K – 3220
2021
Q1 		$509K Buy
+15,738
New +$454K ﹤0.01% 1959
2019
Q4 		– Sell
-48,725
Closed -$1.08M – 2426
2019
Q3 		$1.08M Sell
48,725
-1,592
-3% -$34.2K 0.01% 1147
2019
Q2 		$1.05M Buy
+50,317
New +$1.08M 0.01% 1169

Other funds holding EQH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

HighTower Advisors's EQH Position: Q3 2026 in Review

HighTower Advisors increased its Equitable Holdings (EQH) stake by 6.3% in Q3 2026, buying an estimated $72.3K and bringing the position to 24,290 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

HighTower Advisors first reported a position in EQH in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.76M in Q2 2025. 375 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • HighTower Advisors held 24,290 shares of Equitable Holdings worth $1.25M as of Q3 2026.
  • HighTower Advisors bought 1,437 Equitable Holdings shares in Q3 2026, an estimated $72.3K.
  • Equitable Holdings made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2119 holding.
  • HighTower Advisors first reported a position in Equitable Holdings in Q2 2019 and has held it in 15 quarters since.
  • HighTower Advisors's Equitable Holdings position peaked at $1.76M in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.