Hyperion Capital Advisors’s Equitable Holdings EQH Stock Holding History

Hyperion Capital 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 Q2	$378K	Hold	8,611	–	–	0.17%	42
2026 Q1	$320K	Buy	8,611 +2,550	+42%	+$109K	0.15%	48
2025 Q4	$289K	Hold	6,061	–	–	0.14%	53
2025 Q3	$308K	Hold	6,061	–	–	0.16%	46
2025 Q2	$340K	Hold	6,061	–	–	0.21%	41
2025 Q1	$316K	Hold	6,061	–	–	0.17%	48
2024 Q4	$286K	Hold	6,061	–	–	0.15%	62
2024 Q3	$255K	Sell	6,061 -200,000	-97%	-$8.21M	0.12%	84
2024 Q2	$8.42M	Hold	206,061	–	–	3.95%	9
2024 Q1	$7.83M	Hold	206,061	–	–	3.69%	10
2023 Q4	$6.86M	Hold	206,061	–	–	3.71%	10
2023 Q3	$5.85M	Hold	206,061	–	–	3.21%	11
2023 Q2	$5.6M	Hold	206,061	–	–	3.04%	14
2023 Q1	$5.23M	Hold	206,061	–	–	2.51%	14
2022 Q4	$5.91M	Buy	206,061 +6,000	+3%	+$178K	2.92%	11
2022 Q3	$5.27M	Hold	200,061	–	–	2.6%	13
2022 Q2	$5.22M	Buy	200,061 +61	+0%	+$1.77K	2.43%	13
2022 Q1	$6.18M	Hold	200,000	–	–	2.34%	12
2021 Q4	$6.56M	Hold	200,000	–	–	1.46%	15
2021 Q3	$5.93M	Hold	200,000	–	–	1.57%	13
2021 Q2	$6.09M	Hold	200,000	–	–	1.74%	12
2021 Q1	$6.52M	Hold	200,000	–	–	2.11%	11
2020 Q4	$5.12M	Buy	+200,000	New	+$4.68M	2.02%	11

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hyperion Capital Advisors's EQH Position: Q2 2026 in Review

Hyperion Capital Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 8,611 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #42.

Hyperion Capital Advisors first reported a position in EQH in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.42M in Q2 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Hyperion Capital Advisors held 8,611 shares of Equitable Holdings worth $378K as of Q2 2026.
Hyperion Capital Advisors left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up 0.17% of Hyperion Capital Advisors's portfolio in Q2 2026, its #42 holding.
Hyperion Capital Advisors first reported a position in Equitable Holdings in Q4 2020 and has held it in 23 quarters since.
Hyperion Capital Advisors's Equitable Holdings position peaked at $8.42M in Q2 2024.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Hyperion Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.