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Independent Advisor Alliance’s Equitable Holdings EQH Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-4,225
Closed -$215K – 1021
2025
Q3 		$215K Buy
4,225
+82
+2% +$4.34K 0.01% 868
2025
Q2 		$232K Buy
4,143
+79
+2% +$4.06K 0.01% 789
2025
Q1 		$212K Buy
+4,064
New +$213K 0.01% 758

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Independent Advisor Alliance's EQH Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,225 shares — an estimated $215K sold.

Independent Advisor Alliance first reported a position in EQH in Q1 2025 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,225 Equitable Holdings shares in Q4 2025, an estimated $215K.
  • Independent Advisor Alliance first reported a position in Equitable Holdings in Q1 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Equitable Holdings position peaked at $232K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.