MPWT
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MassMutual Private Wealth & Trust’s Equitable Holdings EQH Stock Holding History

MassMutual Private Wealth & Trust’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 		$71.7K Sell
1,635
-39
-2% -$1.63K ﹤0.01% 667
2026
Q1 		$62.1K Buy
1,674
+27
+2% +$1.16K ﹤0.01% 694
2025
Q4 		$78.5K Sell
1,647
-224
-12% -$10.6K ﹤0.01% 652
2025
Q3 		$95K Hold
1,871
– – ﹤0.01% 610
2025
Q2 		$105K Sell
1,871
-7
-0.4% -$360 ﹤0.01% 579
2025
Q1 		$97.8K Buy
1,878
+189
+11% +$9.89K ﹤0.01% 560
2024
Q4 		$79.7K Buy
1,689
+1,265
+298% +$58.4K ﹤0.01% 623
2024
Q3 		$17.8K Buy
424
+54
+15% +$2.22K ﹤0.01% 936
2024
Q2 		$15.1K Buy
370
+118
+47% +$4.62K ﹤0.01% 936
2024
Q1 		$9.58K Sell
252
-95
-27% -$3.23K ﹤0.01% 1055
2023
Q4 		$11.6K Buy
347
+166
+92% +$4.86K ﹤0.01% 968
2023
Q3 		$5.14K Buy
181
+11
+6% +$311 ﹤0.01% 1242
2023
Q2 		$4.62K Buy
170
+71
+72% +$1.8K ﹤0.01% 1234
2023
Q1 		$2.51K Buy
99
+13
+15% +$384 ﹤0.01% 1348
2022
Q4 		$2K Buy
86
+31
+56% +$918 ﹤0.01% 1242
2022
Q3 		$1K Buy
+55
New +$1.56K ﹤0.01% 1409
2019
Q4 		– Sell
-156
Closed -$3K – 813
2019
Q3 		$3K Buy
+156
New +$3.35K ﹤0.01% 727

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's EQH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Equitable Holdings (EQH) stake by 2.3% in Q2 2026, selling an estimated $1.63K and leaving 1,635 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

MassMutual Private Wealth & Trust first reported a position in EQH in Q3 2019 and has held it in 17 quarters since. The position peaked at $105K in Q2 2025. 134 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,635 shares of Equitable Holdings worth $71.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 39 Equitable Holdings shares in Q2 2026, an estimated $1.63K.
  • Equitable Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #667 holding.
  • MassMutual Private Wealth & Trust first reported a position in Equitable Holdings in Q3 2019 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Equitable Holdings position peaked at $105K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.