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
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 – 3728
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

BlackRock
BlackRock New York $5.7T 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