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Hillsdale Investment Management’s Equitable Holdings EQH Stock Holding History

Hillsdale Investment Management’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 		$1.19M Buy
+27,200
New +$1.14M 0.03% 374
2025
Q4 		– Sell
-19,750
Closed -$1M – 689
2025
Q3 		$1M Buy
19,750
+3,500
+22% +$185K 0.03% 353
2025
Q2 		$912K Sell
16,250
-300
-2% -$15.4K 0.03% 318
2025
Q1 		$862K Hold
16,550
– – 0.04% 265
2024
Q4 		$781K Buy
16,550
+16,200
+4,629% +$748K 0.04% 284
2024
Q3 		$14.7K Buy
+350
New +$14.4K ﹤0.01% 486

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hillsdale Investment Management's EQH Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 27,200 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #374 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in EQH as recently as Q3 2025.

Hillsdale Investment Management first reported a position in EQH in Q3 2024 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Hillsdale Investment Management held 27,200 shares of Equitable Holdings worth $1.19M as of Q2 2026.
  • Equitable Holdings was a new Hillsdale Investment Management position in Q2 2026.
  • Equitable Holdings made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #374 holding.
  • Hillsdale Investment Management first reported a position in Equitable Holdings in Q3 2024 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.