Levin Capital Strategies’s Equitable Holdings EQH Stock Holding History

Levin Capital Strategies’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	–	Sell	-25,518	Closed	-$1.22M	–	239
2025 Q4	$1.22M	Sell	25,518 -38,623	-60%	-$1.83M	0.1%	87
2025 Q3	$3.26M	Buy	+64,141	New	+$3.4M	0.29%	59
2023 Q4	–	Sell	-276,679	Closed	-$7.85M	–	273
2023 Q3	$7.85M	Buy	+276,679	New	+$7.81M	0.94%	35
2019 Q1	–	Sell	-16,797	Closed	-$279K	–	209
2018 Q4	$279K	Sell	16,797 -24,990	-60%	-$487K	0.01%	202
2018 Q3	$896K	Buy	41,787 +24,147	+137%	+$529K	0.02%	147
2018 Q2	$364K	Buy	+17,640	New	+$375K	0.01%	204

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

Levin Capital Strategies's EQH Position: Q1 2026 in Review

Levin Capital Strategies sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 25,518 shares — an estimated $1.22M sold.

Levin Capital Strategies first reported a position in EQH in Q2 2018 and held it in 6 quarters. The position peaked at $7.85M in Q3 2023. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Levin Capital Strategies reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Levin Capital Strategies sold 25,518 Equitable Holdings shares in Q1 2026, an estimated $1.22M.
Levin Capital Strategies first reported a position in Equitable Holdings in Q2 2018 and held it in 6 quarters.
Levin Capital Strategies's Equitable Holdings position peaked at $7.85M in Q3 2023.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.