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IAG Wealth Partners’s Equitable Holdings EQH Stock Holding History

IAG Wealth Partners’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 		$3.47K Hold
94
– – ﹤0.01% 445
2025
Q4 		$4.46K Hold
94
– – ﹤0.01% 412
2025
Q3 		$4.75K Hold
94
– – ﹤0.01% 432
2025
Q2 		$5.25K Hold
94
– – ﹤0.01% 399
2025
Q1 		$4.88K Sell
94
-50
-35% -$2.62K ﹤0.01% 403
2024
Q4 		$6.79K Hold
144
– – ﹤0.01% 395
2024
Q3 		$6.05K Hold
144
– – ﹤0.01% 391
2024
Q2 		$5.88K Buy
+144
New +$5.64K ﹤0.01% 384

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

IAG Wealth Partners's EQH Position: Q1 2026 in Review

IAG Wealth Partners held its Equitable Holdings (EQH) position steady in Q1 2026 at 94 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

IAG Wealth Partners first reported a position in EQH in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.79K in Q4 2024. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • IAG Wealth Partners held 94 shares of Equitable Holdings worth $3.47K as of Q1 2026.
  • IAG Wealth Partners left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #445 holding.
  • IAG Wealth Partners first reported a position in Equitable Holdings in Q2 2024 and has held it in 8 quarters since.
  • IAG Wealth Partners's Equitable Holdings position peaked at $6.79K in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.