KCM
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Kendall Capital Management’s Equitable Holdings EQH Stock Holding History

Kendall 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 		$3.71M Sell
99,860
-20,845
-17% -$893K 0.76% 32
2025
Q4 		$5.75M Sell
120,705
-3,534
-3% -$168K 1.2% 20
2025
Q3 		$6.31M Buy
124,239
+6,185
+5% +$328K 1.42% 14
2025
Q2 		$6.62M Buy
118,054
+2,915
+3% +$150K 1.75% 8
2025
Q1 		$6M Buy
115,139
+1,335
+1% +$69.9K 1.76% 10
2024
Q4 		$5.37M Sell
113,804
-1,395
-1% -$64.4K 1.57% 12
2024
Q3 		$4.84M Buy
115,199
+2,470
+2% +$101K 1.49% 16
2024
Q2 		$4.61M Buy
112,729
+3,434
+3% +$135K 1.54% 15
2024
Q1 		$4.15M Buy
109,295
+9,526
+10% +$324K 1.43% 14
2023
Q4 		$3.32M Buy
99,769
+13,910
+16% +$407K 1.29% 15
2023
Q3 		$2.44M Sell
85,859
-900
-1% -$25.4K 1.08% 21
2023
Q2 		$2.36M Sell
86,759
-690
-0.8% -$17.5K 1.03% 19
2023
Q1 		$2.22M Sell
87,449
-55
-0.1% -$1.62K 1.07% 21
2022
Q4 		$2.51M Sell
87,504
-705
-0.8% -$20.9K 1.27% 18
2022
Q3 		$2.32M Buy
88,209
+2,140
+2% +$60.8K 1.35% 17
2022
Q2 		$2.24M Sell
86,069
-355
-0.4% -$10.3K 1.24% 20
2022
Q1 		$2.67M Buy
86,424
+2,917
+3% +$96.1K 1.29% 20
2021
Q4 		$2.74M Buy
83,507
+2,740
+3% +$89.9K 1.3% 18
2021
Q3 		$2.39M Buy
80,767
+3,485
+5% +$106K 1.29% 20
2021
Q2 		$2.35M Buy
77,282
+983
+1% +$32.1K 1.32% 20
2021
Q1 		$2.49M Buy
76,299
+13,435
+21% +$387K 1.54% 19
2020
Q4 		$1.61M Buy
62,864
+18,949
+43% +$443K 1.17% 31
2020
Q3 		$801K Buy
+43,915
New +$883K 0.7% 50

Other funds holding EQH

BlackRock
BlackRock New York $5.72T 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

Kendall Capital Management's EQH Position: Q1 2026 in Review

Kendall Capital Management reduced its Equitable Holdings (EQH) stake by 17% in Q1 2026, selling an estimated $893K and leaving 99,860 shares worth $3.71M. The position accounts for 0.76% of the portfolio, ranked #32.

Kendall Capital Management first reported a position in EQH in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.62M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Kendall Capital Management held 99,860 shares of Equitable Holdings worth $3.71M as of Q1 2026.
  • Kendall Capital Management sold 20,845 Equitable Holdings shares in Q1 2026, an estimated $893K.
  • Equitable Holdings made up 0.76% of Kendall Capital Management's portfolio in Q1 2026, its #32 holding.
  • Kendall Capital Management first reported a position in Equitable Holdings in Q3 2020 and has held it in 23 quarters since.
  • Kendall Capital Management's Equitable Holdings position peaked at $6.62M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.