Marshall Wace
EQH icon

Marshall Wace’s Equitable Holdings EQH Stock Holding History

Marshall Wace’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 		$122M Buy
2,779,239
+758,146
+38% +$31.7M 0.1% 170
2026
Q1 		$75M Buy
+2,021,093
New +$86.6M 0.07% 245
2025
Q4 		– Sell
-1,161,882
Closed -$59M – 3100
2025
Q3 		$59M Sell
1,161,882
-1,105,045
-49% -$58.5M 0.06% 277
2025
Q2 		$127M Buy
2,266,927
+454,325
+25% +$23.4M 0.14% 127
2025
Q1 		$94.4M Sell
1,812,602
-462,437
-20% -$24.2M 0.12% 147
2024
Q4 		$107M Buy
2,275,039
+546,937
+32% +$25.3M 0.13% 140
2024
Q3 		$72.6M Buy
1,728,102
+315,833
+22% +$13M 0.09% 207
2024
Q2 		$57.7M Buy
1,412,269
+43,077
+3% +$1.69M 0.08% 238
2024
Q1 		$52M Sell
1,369,192
-383,918
-22% -$13.1M 0.08% 245
2023
Q4 		$58.4M Buy
+1,753,110
New +$51.3M 0.1% 207
2022
Q4 		– Sell
-415,610
Closed -$11M – 3061
2022
Q3 		$11M Buy
+415,610
New +$11.8M 0.02% 815
2021
Q2 		– Sell
-85,761
Closed -$2.8M – 2758
2021
Q1 		$2.8M Sell
85,761
-98,290
-53% -$2.83M 0.01% 1152
2020
Q4 		$4.71M Sell
184,051
-367,453
-67% -$8.59M 0.03% 602
2020
Q3 		$10.1M Sell
551,504
-323,795
-37% -$6.51M 0.06% 300
2020
Q2 		$16.9M Buy
875,299
+874,259
+84,063% +$15.6M 0.12% 184
2020
Q1 		$15K Sell
1,040
-788,088
-100% -$17.2M ﹤0.01% 1531
2019
Q4 		$19.6M Buy
789,128
+694,815
+737% +$16.1M 0.13% 174
2019
Q3 		$2.09M Buy
+94,313
New +$2.02M 0.02% 751
2019
Q2 		– Sell
-909,170
Closed -$18.3M – 1474
2019
Q1 		$18.3M Buy
909,170
+706,169
+348% +$13.5M 0.17% 142
2018
Q4 		$3.38M Sell
203,001
-633,004
-76% -$12.3M 0.03% 580
2018
Q3 		$17.9M Buy
836,005
+689,588
+471% +$15.1M 0.15% 183
2018
Q2 		$3.02M Buy
+146,417
New +$3.12M 0.05% 369

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

Marshall Wace's EQH Position: Q2 2026 in Review

Marshall Wace increased its Equitable Holdings (EQH) stake by 38% in Q2 2026, buying an estimated $31.7M and bringing the position to 2,779,239 shares worth $122M. The position accounts for 0.1% of the portfolio, ranked #170.

Marshall Wace first reported a position in EQH in Q2 2018 and has held it in 22 quarters since. The position peaked at $127M in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Marshall Wace held 2,779,239 shares of Equitable Holdings worth $122M as of Q2 2026.
  • Marshall Wace bought 758,146 Equitable Holdings shares in Q2 2026, an estimated $31.7M.
  • Equitable Holdings made up 0.1% of Marshall Wace's portfolio in Q2 2026, its #170 holding.
  • Marshall Wace first reported a position in Equitable Holdings in Q2 2018 and has held it in 22 quarters since.
  • Marshall Wace's Equitable Holdings position peaked at $127M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.