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MAI Capital Management’s Equitable Holdings EQH Stock Holding History

MAI Capital 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
Q2 		– Sell
-3,132
Closed -$116K – 2863
2026
Q1 		$116K Buy
3,132
+2,612
+502% +$112K ﹤0.01% 1756
2025
Q4 		$24.8K Sell
520
-201
-28% -$9.53K ﹤0.01% 2403
2025
Q3 		$36.6K Sell
721
-217
-23% -$11.5K ﹤0.01% 2103
2025
Q2 		$52.6K Buy
938
+366
+64% +$18.8K ﹤0.01% 1825
2025
Q1 		$29.8K Buy
572
+47
+9% +$2.46K ﹤0.01% 2006
2024
Q4 		$24.7K Buy
+525
New +$24.2K ﹤0.01% 2121
2024
Q3 		– Sell
-8,208
Closed -$335K – 1149
2024
Q2 		$335K Buy
8,208
+107
+1% +$4.19K ﹤0.01% 954
2024
Q1 		$308K Sell
8,101
-828
-9% -$28.2K ﹤0.01% 970
2023
Q4 		$297K Sell
8,929
-331
-4% -$9.69K ﹤0.01% 871
2023
Q3 		$263K Buy
9,260
+289
+3% +$8.16K ﹤0.01% 869
2023
Q2 		$244K Sell
8,971
-6,608
-42% -$167K ﹤0.01% 893
2023
Q1 		$396K Sell
15,579
-16,326
-51% -$482K 0.01% 710
2022
Q4 		$916K Buy
31,905
+13,297
+71% +$394K 0.02% 430
2022
Q3 		$490K Buy
+18,608
New +$529K 0.01% 559

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 $3.38T AUM 44.17% 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

MAI Capital Management's EQH Position: Q2 2026 in Review

MAI Capital Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 3,132 shares — an estimated $116K sold.

MAI Capital Management first reported a position in EQH in Q3 2022 and held it in 14 quarters. The position peaked at $916K in Q4 2022. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • MAI Capital Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3,132 Equitable Holdings shares in Q2 2026, an estimated $116K.
  • MAI Capital Management first reported a position in Equitable Holdings in Q3 2022 and held it in 14 quarters.
  • MAI Capital Management's Equitable Holdings position peaked at $916K in Q4 2022.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.