Jacobs Levy Equity Management’s Equitable Holdings EQH Stock Holding History

Jacobs Levy Equity 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	$5.86M	Sell	133,591 -2,637	-2%	-$110K	0.02%	406
2026 Q1	$5.06M	Buy	+136,228	New	+$5.84M	0.02%	415
2025 Q1	–	Sell	-15,116	Closed	-$713K	–	1107
2024 Q4	$713K	Sell	15,116 -227,047	-94%	-$10.5M	﹤0.01%	764
2024 Q3	$10.2M	Buy	242,163 +224,987	+1,310%	+$9.23M	0.04%	321
2024 Q2	$702K	Sell	17,176 -871	-5%	-$34.1K	﹤0.01%	799
2024 Q1	$686K	Sell	18,047 -454	-2%	-$15.4K	﹤0.01%	772
2023 Q4	$616K	Hold	18,501	–	–	﹤0.01%	799
2023 Q3	$525K	Buy	+18,501	New	+$522K	﹤0.01%	789
2023 Q1	–	Sell	-13,089	Closed	-$376K	–	995
2022 Q4	$376K	Sell	13,089 -202,849	-94%	-$6M	﹤0.01%	833
2022 Q3	$5.69M	Sell	215,938 -14,258	-6%	-$405K	0.05%	369
2022 Q2	$6M	Buy	230,196 +32,132	+16%	+$931K	0.05%	387
2022 Q1	$6.12M	Sell	198,064 -72,740	-27%	-$2.4M	0.04%	378
2021 Q4	$8.88M	Buy	270,804 +259,588	+2,314%	+$8.52M	0.06%	328
2021 Q3	$332K	Buy	+11,216	New	+$340K	﹤0.01%	922
2020 Q2	–	Sell	-890,417	Closed	-$12.9M	–	1066
2020 Q1	$12.9M	Buy	890,417 +36,639	+4%	+$800K	0.17%	150
2019 Q4	$21.2M	Buy	+853,778	New	+$19.8M	0.21%	126

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jacobs Levy Equity Management's EQH Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Equitable Holdings (EQH) stake by 1.9% in Q2 2026, selling an estimated $110K and leaving 133,591 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #406.

Jacobs Levy Equity Management first reported a position in EQH in Q4 2019 and has held it in 16 quarters since. The position peaked at $21.2M in Q4 2019. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Jacobs Levy Equity Management held 133,591 shares of Equitable Holdings worth $5.86M as of Q2 2026.
Jacobs Levy Equity Management sold 2,637 Equitable Holdings shares in Q2 2026, an estimated $110K.
Equitable Holdings made up 0.02% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #406 holding.
Jacobs Levy Equity Management first reported a position in Equitable Holdings in Q4 2019 and has held it in 16 quarters since.
Jacobs Levy Equity Management's Equitable Holdings position peaked at $21.2M in Q4 2019.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.