LPL Financial
EQH icon

LPL Financial’s Equitable Holdings EQH Stock Holding History

LPL Financial’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 		$2.57M Buy
58,550
+10,990
+23% +$459K ﹤0.01% 3474
2026
Q1 		$1.76M Sell
47,560
-1,144
-2% -$49K ﹤0.01% 3642
2025
Q4 		$2.32M Sell
48,704
-17,048
-26% -$808K ﹤0.01% 3254
2025
Q3 		$3.34M Sell
65,752
-14,781
-18% -$783K ﹤0.01% 2839
2025
Q2 		$4.52M Buy
80,533
+9,119
+13% +$469K ﹤0.01% 2400
2025
Q1 		$3.72M Buy
71,414
+10,089
+16% +$528K ﹤0.01% 2401
2024
Q4 		$2.89M Buy
61,325
+5,724
+10% +$264K ﹤0.01% 2518
2024
Q3 		$2.34M Buy
55,601
+147
+0.3% +$6.03K ﹤0.01% 2576
2024
Q2 		$2.27M Buy
55,454
+14,177
+34% +$555K ﹤0.01% 2496
2024
Q1 		$1.57M Sell
41,277
-14,906
-27% -$507K ﹤0.01% 2764
2023
Q4 		$1.87M Buy
56,183
+2,302
+4% +$67.4K ﹤0.01% 2468
2023
Q3 		$1.53M Buy
53,881
+8,126
+18% +$229K ﹤0.01% 2541
2023
Q2 		$1.24M Buy
45,755
+7,722
+20% +$195K ﹤0.01% 2669
2023
Q1 		$966K Buy
38,033
+810
+2% +$23.9K ﹤0.01% 2784
2022
Q4 		$1.07M Sell
37,223
-1,081
-3% -$32K ﹤0.01% 2582
2022
Q3 		$1.01M Buy
38,304
+2,532
+7% +$72K ﹤0.01% 2536
2022
Q2 		$933K Sell
35,772
-2,779
-7% -$80.5K ﹤0.01% 2626
2022
Q1 		$1.19M Buy
38,551
+1,202
+3% +$39.6K ﹤0.01% 2463
2021
Q4 		$1.23M Buy
37,349
+3,283
+10% +$108K ﹤0.01% 2476
2021
Q3 		$1.01M Buy
34,066
+9,113
+37% +$276K ﹤0.01% 2601
2021
Q2 		$760K Buy
24,953
+3,179
+15% +$104K ﹤0.01% 2798
2021
Q1 		$710K Buy
21,774
+810
+4% +$23.4K ﹤0.01% 2712
2020
Q4 		$536K Buy
20,964
+2,682
+15% +$62.7K ﹤0.01% 2683
2020
Q3 		$333K Buy
18,282
+1,916
+12% +$38.5K ﹤0.01% 2824
2020
Q2 		$316K Buy
16,366
+454
+3% +$8.11K ﹤0.01% 2798
2020
Q1 		$230K Buy
+15,912
New +$348K ﹤0.01% 2706

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial's EQH Position: Q2 2026 in Review

LPL Financial increased its Equitable Holdings (EQH) stake by 23% in Q2 2026, buying an estimated $459K and bringing the position to 58,550 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

LPL Financial first reported a position in EQH in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.52M in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • LPL Financial held 58,550 shares of Equitable Holdings worth $2.57M as of Q2 2026.
  • LPL Financial bought 10,990 Equitable Holdings shares in Q2 2026, an estimated $459K.
  • Equitable Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3474 holding.
  • LPL Financial first reported a position in Equitable Holdings in Q1 2020 and has held it in 26 quarters since.
  • LPL Financial's Equitable Holdings position peaked at $4.52M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.