Legacy Wealth Management (Mississippi)’s Equitable Holdings EQH Stock Holding History

Legacy Wealth Management (Mississippi)’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	$1.28M	Sell	29,240 -10,000	-25%	-$418K	0.33%	43
2026 Q1	$1.46M	Hold	39,240	–	–	0.42%	43
2025 Q4	$1.87M	Buy	39,240 +5,905	+18%	+$280K	0.5%	33
2025 Q3	$1.69M	Sell	33,335 -5,905	-15%	-$313K	0.51%	35
2025 Q2	$2.2M	Sell	39,240 -1,365	-3%	-$70.2K	0.67%	32
2025 Q1	$2.12M	Hold	40,605	–	–	0.69%	35
2024 Q4	$1.92M	Sell	40,605 -265	-0.6%	-$12.2K	0.76%	33
2024 Q3	$1.72M	Hold	40,870	–	–	0.63%	36
2024 Q2	$1.67M	Hold	40,870	–	–	0.71%	35
2024 Q1	$1.55M	Hold	40,870	–	–	0.7%	36
2023 Q4	$1.36M	Hold	40,870	–	–	0.66%	39
2023 Q3	$1.16M	Hold	40,870	–	–	0.6%	42
2023 Q2	$1.11M	Hold	40,870	–	–	0.56%	44
2023 Q1	$1.04M	Hold	40,870	–	–	0.57%	41
2022 Q4	$1.17M	Hold	40,870	–	–	0.7%	40
2022 Q3	$1.08M	Hold	40,870	–	–	0.73%	41
2022 Q2	$1.07M	Hold	40,870	–	–	0.65%	50
2022 Q1	$1.26M	Buy	40,870 +135	+0.3%	+$4.45K	0.66%	49
2021 Q4	$1.34M	Buy	40,735 +100	+0.2%	+$3.28K	0.68%	44
2021 Q3	$1.2M	Hold	40,635	–	–	0.64%	47
2021 Q2	$1.24M	Hold	40,635	–	–	0.69%	45
2021 Q1	$1.33M	Buy	40,635 +1,050	+3%	+$30.3K	0.8%	39
2020 Q4	$1.01M	Sell	39,585 -2,600	-6%	-$60.8K	0.64%	46
2020 Q3	$769K	Sell	42,185 -270	-0.6%	-$5.43K	0.53%	50
2020 Q2	$819K	Buy	42,455 +1,335	+3%	+$23.9K	0.63%	48
2020 Q1	$594K	Buy	+41,120	New	+$898K	0.55%	51

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

Legacy Wealth Management (Mississippi)'s EQH Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Equitable Holdings (EQH) stake by 25% in Q2 2026, selling an estimated $418K and leaving 29,240 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #43.

Legacy Wealth Management (Mississippi) first reported a position in EQH in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.2M in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Legacy Wealth Management (Mississippi) held 29,240 shares of Equitable Holdings worth $1.28M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 10,000 Equitable Holdings shares in Q2 2026, an estimated $418K.
Equitable Holdings made up 0.33% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #43 holding.
Legacy Wealth Management (Mississippi) first reported a position in Equitable Holdings in Q1 2020 and has held it in 26 quarters since.
Legacy Wealth Management (Mississippi)'s Equitable Holdings position peaked at $2.2M in Q2 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.