Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Equitable Holdings EQH Stock Holding History

Kayne Anderson Rudnick Investment 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
2025
Q3 		– Sell
-39
Closed -$2.19K – 1065
2025
Q2 		$2.19K Buy
+39
New +$2.01K ﹤0.01% 834
2024
Q4 		– Sell
-863
Closed -$36.3K – 1002
2024
Q3 		$36.3K Buy
+863
New +$35.4K ﹤0.01% 574

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's EQH Position: Q3 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 39 shares — an estimated $2.19K sold.

Kayne Anderson Rudnick Investment Management first reported a position in EQH in Q3 2024 and held it in 2 quarters. The position peaked at $36.3K in Q3 2024. 563 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 39 Equitable Holdings shares in Q3 2025, an estimated $2.19K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Equitable Holdings in Q3 2024 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's Equitable Holdings position peaked at $36.3K in Q3 2024.
  • 563 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.