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InceptionR’s Equitable Holdings EQH Stock Holding History

InceptionR’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
-26,064
Closed -$1.24M – 719
2025
Q4 		$1.24M Sell
26,064
-7,494
-22% -$355K 0.34% 57
2025
Q3 		$1.7M Buy
33,558
+24,947
+290% +$1.32M 0.41% 24
2025
Q2 		$483K Buy
+8,611
New +$443K 0.11% 329
2024
Q4 		– Sell
-9,137
Closed -$384K – 688
2024
Q3 		$384K Sell
9,137
-3,877
-30% -$159K 0.09% 389
2024
Q2 		$532K Buy
+13,014
New +$510K 0.15% 260

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

InceptionR's EQH Position: Q1 2026 in Review

InceptionR sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 26,064 shares — an estimated $1.24M sold.

InceptionR first reported a position in EQH in Q2 2024 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • InceptionR reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 26,064 Equitable Holdings shares in Q1 2026, an estimated $1.24M.
  • InceptionR first reported a position in Equitable Holdings in Q2 2024 and held it in 5 quarters.
  • InceptionR's Equitable Holdings position peaked at $1.7M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.