Joseph Group Capital Management’s Equitable Holdings EQH Stock Holding History

Joseph Group Capital 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	$5.6K	Buy	+151	New	+$6.47K	﹤0.01%	369

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joseph Group Capital Management's EQH Position: Q1 2026 in Review

Joseph Group Capital Management opened a new position in Equitable Holdings (EQH) in Q1 2026: 151 shares worth $5.6K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Joseph Group Capital Management held 151 shares of Equitable Holdings worth $5.6K as of Q1 2026.
Equitable Holdings was a new Joseph Group Capital Management position in Q1 2026.
Equitable Holdings made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #369 holding.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.