LECAP Asset Management’s Equitable Holdings EQH Stock Holding History

LECAP Asset 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	$214K	Sell	5,770 -29,135	-83%	-$1.25M	0.08%	262
2025 Q4	$1.66M	Sell	34,905 -16,172	-32%	-$767K	0.66%	49
2025 Q3	$2.59M	Buy	51,077 +33,456	+190%	+$1.77M	0.9%	13
2025 Q2	$989K	Sell	17,621 -40,279	-70%	-$2.07M	0.35%	111
2025 Q1	$3.02M	Buy	57,900 +48,771	+534%	+$2.55M	0.7%	24
2024 Q4	$431K	Sell	9,129 -35,975	-80%	-$1.66M	0.12%	236
2024 Q3	$1.9M	Buy	+45,104	New	+$1.85M	0.41%	90
2024 Q2	–	Sell	-64,301	Closed	-$2.44M	–	344
2024 Q1	$2.44M	Buy	64,301 +34,987	+119%	+$1.19M	0.51%	63
2023 Q4	$976K	Buy	+29,314	New	+$858K	0.36%	114

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

LECAP Asset Management's EQH Position: Q1 2026 in Review

LECAP Asset Management reduced its Equitable Holdings (EQH) stake by 83% in Q1 2026, selling an estimated $1.25M and leaving 5,770 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #262.

LECAP Asset Management first reported a position in EQH in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.02M in Q1 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

LECAP Asset Management held 5,770 shares of Equitable Holdings worth $214K as of Q1 2026.
LECAP Asset Management sold 29,135 Equitable Holdings shares in Q1 2026, an estimated $1.25M.
Equitable Holdings made up 0.08% of LECAP Asset Management's portfolio in Q1 2026, its #262 holding.
LECAP Asset Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 9 quarters since.
LECAP Asset Management's Equitable Holdings position peaked at $3.02M in Q1 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.