Institute for Wealth Management’s Equitable Holdings EQH Stock Holding History

Institute for 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 Q2	$18K	Buy	+410	New	+$17.1K	﹤0.01%	1165

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

Institute for Wealth Management's EQH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 410 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

235 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Institute for Wealth Management held 410 shares of Equitable Holdings worth $18K as of Q2 2026.
Equitable Holdings was a new Institute for Wealth Management position in Q2 2026.
Equitable Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1165 holding.
235 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.