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Impact Partnership Wealth’s Equitable Holdings EQH Stock Holding History

Impact Partnership Wealth’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
2025
Q3 		– Sell
-9,373
Closed -$526K – 330
2025
Q2 		$526K Buy
+9,373
New +$482K 0.1% 133
2024
Q4 		– Sell
-6,812
Closed -$286K – 304
2024
Q3 		$286K Buy
+6,812
New +$279K 0.06% 178

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impact Partnership Wealth's EQH Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 9,373 shares — an estimated $526K sold.

Impact Partnership Wealth first reported a position in EQH in Q3 2024 and held it in 2 quarters. The position peaked at $526K in Q2 2025. 563 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 9,373 Equitable Holdings shares in Q3 2025, an estimated $526K.
  • Impact Partnership Wealth first reported a position in Equitable Holdings in Q3 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's Equitable Holdings position peaked at $526K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.