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Mark Sheptoff Financial Planning’s EQT Corp EQT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,500
Closed -$136K – 516
2025
Q3 		$136K Buy
+2,500
New +$132K 0.07% 117
2022
Q1 		– Sell
-450
Closed -$10K – 446
2021
Q4 		$10K Hold
450
– – ﹤0.01% 318
2021
Q3 		$9K Sell
450
-500
-53% -$9.67K 0.01% 311
2021
Q2 		$21K Buy
+950
New +$19.2K 0.01% 264

Other funds holding EQT

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's EQT Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of EQT Corp (EQT) in Q4 2025, closing a stake of 2,500 shares — an estimated $136K sold.

Mark Sheptoff Financial Planning first reported a position in EQT in Q2 2021 and held it in 4 quarters. The position peaked at $136K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold EQT as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining EQT Corp position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,500 EQT Corp shares in Q4 2025, an estimated $136K.
  • Mark Sheptoff Financial Planning first reported a position in EQT Corp in Q2 2021 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's EQT Corp position peaked at $136K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held EQT Corp as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.