MCM
EQH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAI Capital Management's EQH Position: Q1 2026 in Review

MAI Capital Management increased its Equitable Holdings (EQH) stake by 502% in Q1 2026, buying an estimated $112K and bringing the position to 3,132 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

MAI Capital Management first reported a position in EQH in Q3 2022 and has held it in 14 quarters since. The position peaked at $916K in Q4 2022. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • MAI Capital Management held 3,132 shares of Equitable Holdings worth $116K as of Q1 2026.
  • MAI Capital Management bought 2,612 Equitable Holdings shares in Q1 2026, an estimated $112K.
  • Equitable Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1756 holding.
  • MAI Capital Management first reported a position in Equitable Holdings in Q3 2022 and has held it in 14 quarters since.
  • MAI Capital Management's Equitable Holdings position peaked at $916K in Q4 2022.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.