IWC
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Integrated Wealth Concepts’s Equitable Holdings EQH Stock Holding History

Integrated Wealth Concepts’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 		$489K Buy
13,164
+5,430
+70% +$233K ﹤0.01% 1558
2025
Q4 		$369K Sell
7,734
-2,847
-27% -$135K ﹤0.01% 1236
2025
Q3 		$537K Sell
10,581
-2,442
-19% -$129K ﹤0.01% 1296
2025
Q2 		$731K Buy
13,023
+2,931
+29% +$151K 0.01% 1073
2025
Q1 		$526K Buy
10,092
+112
+1% +$5.86K 0.01% 1118
2024
Q4 		$471K Buy
9,980
+472
+5% +$21.8K 0.01% 1151
2024
Q3 		$400K Sell
9,508
-19
-0.2% -$780 ﹤0.01% 1185
2024
Q2 		$389K Buy
9,527
+8
+0.1% +$313 0.01% 1162
2024
Q1 		$362K Buy
9,519
+125
+1% +$4.25K 0.01% 1221
2023
Q4 		$313K Buy
9,394
+29
+0.3% +$849 0.01% 1241
2023
Q3 		$266K Buy
9,365
+452
+5% +$12.8K ﹤0.01% 1286
2023
Q2 		$242K Sell
8,913
-260
-3% -$6.58K ﹤0.01% 1334
2023
Q1 		$233K Buy
9,173
+85
+0.9% +$2.51K ﹤0.01% 1166
2022
Q4 		$261K Sell
9,088
-624
-6% -$18.5K 0.01% 856
2022
Q3 		$256K Sell
9,712
-39
-0.4% -$1.11K 0.01% 788
2022
Q2 		$254K Buy
9,751
+49
+0.5% +$1.42K 0.01% 805
2022
Q1 		$300K Sell
9,702
-635
-6% -$20.9K 0.01% 740
2021
Q4 		$339K Buy
10,337
+450
+5% +$14.8K 0.01% 725
2021
Q3 		$293K Buy
+9,887
New +$299K 0.01% 749

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

Integrated Wealth Concepts's EQH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Equitable Holdings (EQH) stake by 70% in Q1 2026, buying an estimated $233K and bringing the position to 13,164 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Integrated Wealth Concepts first reported a position in EQH in Q3 2021 and has held it in 19 quarters since. The position peaked at $731K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Integrated Wealth Concepts held 13,164 shares of Equitable Holdings worth $489K as of Q1 2026.
  • Integrated Wealth Concepts bought 5,430 Equitable Holdings shares in Q1 2026, an estimated $233K.
  • Equitable Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1558 holding.
  • Integrated Wealth Concepts first reported a position in Equitable Holdings in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Equitable Holdings position peaked at $731K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.