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Intentional Wealth Strategies’s Equitable Holdings EQH Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-15
Closed -$557 – 331
2026
Q1 		$557 Buy
+15
New +$643 ﹤0.01% 843

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Intentional Wealth Strategies's EQH Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 15 shares — an estimated $557 sold.

Intentional Wealth Strategies first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $557 in Q1 2026. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 15 Equitable Holdings shares in Q2 2026, an estimated $557.
  • Intentional Wealth Strategies first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Equitable Holdings position peaked at $557 in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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