IIM
EQH icon

INTECH Investment Management’s Equitable Holdings EQH Stock Holding History

INTECH Investment 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 		$5.54M Buy
149,216
+2,387
+2% +$102K 0.05% 314
2025
Q4 		$7M Buy
146,829
+110,235
+301% +$5.23M 0.06% 273
2025
Q3 		$1.86M Buy
36,594
+12,987
+55% +$688K 0.02% 816
2025
Q2 		$1.32M Sell
23,607
-7,879
-25% -$405K 0.01% 1035
2025
Q1 		$1.64M Sell
31,486
-41,055
-57% -$2.15M 0.02% 878
2024
Q4 		$3.42M Buy
72,541
+11,450
+19% +$529K 0.03% 447
2024
Q3 		$2.57M Buy
61,091
+2,765
+5% +$113K 0.03% 412
2024
Q2 		$2.38M Sell
58,326
-42,150
-42% -$1.65M 0.03% 403
2024
Q1 		$3.82M Buy
100,476
+38,040
+61% +$1.29M 0.05% 271
2023
Q4 		$2.08M Sell
62,436
-21,204
-25% -$621K 0.03% 330
2023
Q3 		$2.37M Sell
83,640
-31,168
-27% -$880K 0.04% 330
2023
Q2 		$3.12M Buy
114,808
+88,457
+336% +$2.24M 0.03% 324
2023
Q1 		$669K Sell
26,351
-1,594
-6% -$47K 0.01% 578
2022
Q4 		$802K Buy
27,945
+802
+3% +$23.7K 0.01% 550
2022
Q3 		$715K Sell
27,143
-939
-3% -$26.7K 0.01% 558
2022
Q2 		$732K Buy
+28,082
New +$814K ﹤0.01% 565

Other funds holding EQH

BlackRock
BlackRock New York $5.7T 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