Kestra Investment Management’s Equitable Holdings EQH Stock Holding History

Kestra 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
2026 Q2	–	Sell	-7,395	Closed	-$274K	–	527
2026 Q1	$274K	Sell	7,395 -2,982	-29%	-$128K	﹤0.01%	378
2025 Q4	$494K	Sell	10,377 -981	-9%	-$46.5K	0.01%	283
2025 Q3	$577K	Buy	+11,358	New	+$602K	0.02%	257

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

Kestra Investment Management's EQH Position: Q2 2026 in Review

Kestra Investment Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 7,395 shares — an estimated $274K sold.

Kestra Investment Management first reported a position in EQH in Q3 2025 and held it in 3 quarters. The position peaked at $577K in Q3 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Kestra Investment Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Kestra Investment Management sold 7,395 Equitable Holdings shares in Q2 2026, an estimated $274K.
Kestra Investment Management first reported a position in Equitable Holdings in Q3 2025 and held it in 3 quarters.
Kestra Investment Management's Equitable Holdings position peaked at $577K in Q3 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.