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M.D. Sass LLC’s Equitable Holdings EQH Stock Holding History

M.D. Sass LLC’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
2025
Q4 		– Sell
-93,773
Closed -$4.76M – 38
2025
Q3 		$4.76M Sell
93,773
-18,650
-17% -$988K 0.39% 29
2025
Q2 		$6.31M Sell
112,423
-586,641
-84% -$30.2M 0.51% 25
2025
Q1 		$36.4M Buy
699,064
+155,196
+29% +$8.12M 3.21% 17
2024
Q4 		$25.7M Buy
+543,868
New +$25.1M 1.93% 23

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

M.D. Sass LLC's EQH Position: Q4 2025 in Review

M.D. Sass LLC sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 93,773 shares — an estimated $4.76M sold.

M.D. Sass LLC first reported a position in EQH in Q4 2024 and held it in 4 quarters. The position peaked at $36.4M in Q1 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • M.D. Sass LLC reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • M.D. Sass LLC sold 93,773 Equitable Holdings shares in Q4 2025, an estimated $4.76M.
  • M.D. Sass LLC first reported a position in Equitable Holdings in Q4 2024 and held it in 4 quarters.
  • M.D. Sass LLC's Equitable Holdings position peaked at $36.4M in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on M.D. Sass LLC's 13F filing for Q4 2025, filed 10 Feb 2026.