Kathmere Capital Management’s Equitable Holdings EQH Stock Holding History

Kathmere 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 Q2	$247K	Buy	+5,631	New	+$235K	0.01%	573
2026 Q1	–	Sell	-5,282	Closed	-$252K	–	636
2025 Q4	$252K	Buy	5,282 +83	+2%	+$3.94K	0.02%	467
2025 Q3	$264K	Sell	5,199 -417	-7%	-$22.1K	0.02%	428
2025 Q2	$315K	Sell	5,616 -1,171	-17%	-$60.2K	0.02%	360
2025 Q1	$354K	Buy	6,787 +55	+0.8%	+$2.88K	0.03%	295
2024 Q4	$318K	Buy	6,732 +47	+0.7%	+$2.17K	0.03%	303
2024 Q3	$281K	Hold	6,685	–	–	0.03%	298
2024 Q2	$273K	Hold	6,685	–	–	0.03%	278
2024 Q1	$254K	Sell	6,685 -1,014	-13%	-$34.5K	0.03%	257
2023 Q4	$256K	Sell	7,699 -1,317	-15%	-$38.6K	0.03%	232
2023 Q3	$256K	Buy	9,016 +211	+2%	+$5.96K	0.04%	215
2023 Q2	$239K	Buy	+8,805	New	+$223K	0.04%	204

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

Kathmere Capital Management's EQH Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 5,631 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Kathmere Capital Management previously reported a position in EQH as recently as Q4 2025.

Kathmere Capital Management first reported a position in EQH in Q2 2023 and has held it in 12 quarters since. The position peaked at $354K in Q1 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Kathmere Capital Management held 5,631 shares of Equitable Holdings worth $247K as of Q2 2026.
Equitable Holdings was a new Kathmere Capital Management position in Q2 2026.
Equitable Holdings made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #573 holding.
Kathmere Capital Management first reported a position in Equitable Holdings in Q2 2023 and has held it in 12 quarters since.
Kathmere Capital Management's Equitable Holdings position peaked at $354K in Q1 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.