JWM
EQH icon

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
BlackRock New York $5.7T 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