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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
Q2 		$4.11K Hold
94
– – ﹤0.01% 433
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IAG Wealth Partners's EQH Position: Q2 2026 in Review

IAG Wealth Partners held its Equitable Holdings (EQH) position steady in Q2 2026 at 94 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

IAG Wealth Partners first reported a position in EQH in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.79K in Q4 2024. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • IAG Wealth Partners held 94 shares of Equitable Holdings worth $4.11K as of Q2 2026.
  • IAG Wealth Partners left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #433 holding.
  • IAG Wealth Partners first reported a position in Equitable Holdings in Q2 2024 and has held it in 9 quarters since.
  • IAG Wealth Partners's Equitable Holdings position peaked at $6.79K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.