JSSH
EQH icon

J. Safra Sarasin Holding’s Equitable Holdings EQH Stock Holding History

J. Safra Sarasin Holding’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 		$229K Sell
6,183
-12,926
-68% -$540K ﹤0.01% 709
2026
Q1 		$708K Buy
19,109
+290
+2% +$12.4K 0.01% 363
2025
Q4 		$897K Buy
+18,819
New +$892K 0.01% 326

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

J. Safra Sarasin Holding's EQH Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Equitable Holdings (EQH) stake by 68% in Q2 2026, selling an estimated $540K and leaving 6,183 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

J. Safra Sarasin Holding first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $897K in Q4 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • J. Safra Sarasin Holding held 6,183 shares of Equitable Holdings worth $229K as of Q2 2026.
  • J. Safra Sarasin Holding sold 12,926 Equitable Holdings shares in Q2 2026, an estimated $540K.
  • Equitable Holdings made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #709 holding.
  • J. Safra Sarasin Holding first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Sarasin Holding's Equitable Holdings position peaked at $897K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.