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HRT Financial’s Equitable Holdings EQH Stock Holding History

HRT Financial’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 		$5.11M Sell
137,568
-87,123
-39% -$3.73M 0.01% 982
2025
Q4 		$10.7M Sell
224,691
-139,258
-38% -$6.6M 0.03% 433
2025
Q3 		$18.5M Buy
363,949
+279,701
+332% +$14.8M 0.07% 204
2025
Q2 		$4.73M Sell
84,248
-505,561
-86% -$26M 0.02% 560
2025
Q1 		$30.7M Buy
589,809
+406,449
+222% +$21.3M 0.19% 65
2024
Q4 		$8.65M Buy
+183,360
New +$8.47M 0.04% 263
2024
Q3 		– Sell
-257,754
Closed -$10.5M – 2618
2024
Q2 		$10.5M Buy
257,754
+190,570
+284% +$7.47M 0.06% 239
2024
Q1 		$2.55M Buy
+67,184
New +$2.28M 0.02% 480
2023
Q4 		– Sell
-349,073
Closed -$9.91M – 2507
2023
Q3 		$9.91M Buy
+349,073
New +$9.85M 0.1% 137
2022
Q4 		– Sell
-159,269
Closed -$4.2M – 2639
2022
Q3 		$4.2M Buy
159,269
+20,119
+14% +$572K 0.05% 344
2022
Q2 		$3.63M Buy
+139,150
New +$4.03M 0.04% 345
2021
Q4 		– Sell
-141,003
Closed -$4.18M – 3405
2021
Q3 		$4.18M Buy
141,003
+65,244
+86% +$1.98M 0.03% 379
2021
Q2 		$2.31M Sell
75,759
-22,560
-23% -$736K 0.02% 560
2021
Q1 		$3.21M Buy
+98,319
New +$2.83M 0.03% 401
2020
Q3 		– Sell
-129,239
Closed -$2.49M – 2011
2020
Q2 		$2.49M Buy
+129,239
New +$2.31M 0.07% 289

Other funds holding EQH

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
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

HRT Financial's EQH Position: Q1 2026 in Review

HRT Financial reduced its Equitable Holdings (EQH) stake by 39% in Q1 2026, selling an estimated $3.73M and leaving 137,568 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #982.

HRT Financial first reported a position in EQH in Q2 2020 and has held it in 15 quarters since. The position peaked at $30.7M in Q1 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • HRT Financial held 137,568 shares of Equitable Holdings worth $5.11M as of Q1 2026.
  • HRT Financial sold 87,123 Equitable Holdings shares in Q1 2026, an estimated $3.73M.
  • Equitable Holdings made up 0.01% of HRT Financial's portfolio in Q1 2026, its #982 holding.
  • HRT Financial first reported a position in Equitable Holdings in Q2 2020 and has held it in 15 quarters since.
  • HRT Financial's Equitable Holdings position peaked at $30.7M in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.