Jessup Wealth Management’s Equitable Holdings EQH Stock Holding History

Jessup Wealth 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	–	Sell	-143,071	Closed	-$6.82M	–	170
2025 Q4	$6.82M	Buy	143,071 +17,023	+14%	+$807K	2.25%	14
2025 Q3	$6.4M	Sell	126,048 -1,996	-2%	-$106K	2.38%	13
2025 Q2	$7.18M	Sell	128,044 -5,181	-4%	-$266K	2.88%	13
2025 Q1	$6.94M	Buy	133,225 +9,836	+8%	+$515K	2.92%	11
2024 Q4	$5.82M	Sell	123,389 -8,476	-6%	-$391K	2.48%	16
2024 Q3	$5.54M	Buy	131,865 +4,580	+4%	+$188K	2.54%	16
2024 Q2	$5.2M	Buy	+127,285	New	+$4.99M	2.22%	19

Other funds holding EQH

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

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

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jessup Wealth Management's EQH Position: Q1 2026 in Review

Jessup Wealth Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 143,071 shares — an estimated $6.82M sold.

Jessup Wealth Management first reported a position in EQH in Q2 2024 and held it in 7 quarters. The position peaked at $7.18M in Q2 2025. 543 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Jessup Wealth Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 143,071 Equitable Holdings shares in Q1 2026, an estimated $6.82M.
Jessup Wealth Management first reported a position in Equitable Holdings in Q2 2024 and held it in 7 quarters.
Jessup Wealth Management's Equitable Holdings position peaked at $7.18M in Q2 2025.
543 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

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