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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Hillsdale Investment Management's EQH Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 19,750 shares — an estimated $1M sold.

Hillsdale Investment Management first reported a position in EQH in Q3 2024 and held it in 5 quarters. The position peaked at $1M in Q3 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 19,750 Equitable Holdings shares in Q4 2025, an estimated $1M.
  • Hillsdale Investment Management first reported a position in Equitable Holdings in Q3 2024 and held it in 5 quarters.
  • Hillsdale Investment Management's Equitable Holdings position peaked at $1M in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.