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Mather Group’s Equitable Holdings EQH Stock Holding History

Mather Group’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 		$11.5K Hold
262
– – ﹤0.01% 1472
2026
Q1 		$9.72K Buy
+262
New +$11.2K ﹤0.01% 1461
2025
Q4 		– Sell
-277
Closed -$14.1K – 948
2025
Q3 		$14.1K Buy
+277
New +$14.7K ﹤0.01% 1197
2025
Q2 		– Sell
-277
Closed -$14.4K – 947
2025
Q1 		$14.4K Sell
277
-32
-10% -$1.68K ﹤0.01% 1169
2024
Q4 		$14.6K Buy
309
+60
+24% +$2.77K ﹤0.01% 1153
2024
Q3 		$10.5K Buy
249
+16
+7% +$656 ﹤0.01% 1168
2024
Q2 		$8.86K Hold
233
– – ﹤0.01% 1486
2024
Q1 		$7.77K Buy
+233
New +$7.92K ﹤0.01% 1266

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

Mather Group's EQH Position: Q2 2026 in Review

Mather Group held its Equitable Holdings (EQH) position steady in Q2 2026 at 262 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Mather Group first reported a position in EQH in Q1 2024 and has held it in 8 quarters since. The position peaked at $14.6K in Q4 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Mather Group held 262 shares of Equitable Holdings worth $11.5K as of Q2 2026.
  • Mather Group left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1472 holding.
  • Mather Group first reported a position in Equitable Holdings in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Equitable Holdings position peaked at $14.6K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.