Jacobs Levy Equity Management
EQH icon

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
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
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

Jacobs Levy Equity Management's EQH Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Equitable Holdings (EQH) in Q1 2026: 136,228 shares worth $5.06M. The stake represents 0.02% of the portfolio and ranks #415 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in EQH as recently as Q4 2024.

Jacobs Levy Equity Management first reported a position in EQH in Q4 2019 and has held it in 15 quarters since. The position peaked at $21.2M in Q4 2019. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Jacobs Levy Equity Management held 136,228 shares of Equitable Holdings worth $5.06M as of Q1 2026.
  • Equitable Holdings was a new Jacobs Levy Equity Management position in Q1 2026.
  • Equitable Holdings made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #415 holding.
  • Jacobs Levy Equity Management first reported a position in Equitable Holdings in Q4 2019 and has held it in 15 quarters since.
  • Jacobs Levy Equity Management's Equitable Holdings position peaked at $21.2M in Q4 2019.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.