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IMG Wealth Management’s Equitable Holdings EQH Stock Holding History

IMG Wealth Management’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 		– Sell
-99
Closed -$4.72K – 539
2025
Q4 		$4.72K Hold
99
– – ﹤0.01% 413
2025
Q3 		$5.03K Hold
99
– – ﹤0.01% 353
2025
Q2 		$5.55K Buy
+99
New +$5.09K ﹤0.01% 333

Other funds holding EQH

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMG Wealth Management's EQH Position: Q1 2026 in Review

IMG Wealth Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 99 shares — an estimated $4.72K sold.

IMG Wealth Management first reported a position in EQH in Q2 2025 and held it in 3 quarters. The position peaked at $5.55K in Q2 2025. 543 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • IMG Wealth Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 99 Equitable Holdings shares in Q1 2026, an estimated $4.72K.
  • IMG Wealth Management first reported a position in Equitable Holdings in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Equitable Holdings position peaked at $5.55K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.