HI
EQH icon

Horizon Investments’s Equitable Holdings EQH Stock Holding History

Horizon Investments’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
Q3 		– Sell
-156,081
Closed -$8.71M – 1216
2025
Q2 		$8.71M Buy
+156,081
New +$8.03M 0.14% 118
2022
Q4 		– Sell
-43,748
Closed -$1.15M – 540
2022
Q3 		$1.15M Buy
+43,748
New +$1.24M 0.04% 188

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Horizon Investments's EQH Position: Q3 2025 in Review

Horizon Investments sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 156,081 shares — an estimated $8.71M sold.

Horizon Investments first reported a position in EQH in Q3 2022 and held it in 2 quarters. The position peaked at $8.71M in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Horizon Investments reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Horizon Investments sold 156,081 Equitable Holdings shares in Q3 2025, an estimated $8.71M.
  • Horizon Investments first reported a position in Equitable Holdings in Q3 2022 and held it in 2 quarters.
  • Horizon Investments's Equitable Holdings position peaked at $8.71M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.