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McIlrath & Eck’s Equitable Holdings EQH Stock Holding History

McIlrath & Eck’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
2025
Q3 		– Sell
-1,343
Closed -$75.3K – 952
2025
Q2 		$75.3K Sell
1,343
-43
-3% -$2.21K 0.01% 247
2025
Q1 		$72.2K Hold
1,386
– – 0.01% 248
2024
Q4 		$65.4K Buy
1,386
+841
+154% +$38.8K 0.01% 256
2024
Q3 		$22.9K Buy
545
+124
+29% +$5.09K ﹤0.01% 452
2024
Q2 		$17.2K Hold
421
– – ﹤0.01% 491
2024
Q1 		$16K Hold
421
– – ﹤0.01% 508
2023
Q4 		$14K Hold
421
– – ﹤0.01% 488
2023
Q3 		$12K Hold
421
– – ﹤0.01% 515
2023
Q2 		$11.4K Hold
421
– – ﹤0.01% 543
2023
Q1 		$10.7K Buy
+421
New +$12.4K ﹤0.01% 538
2021
Q4 		– Sell
-25
Closed -$1K – 810
2021
Q3 		$1K Hold
25
– – ﹤0.01% 760
2021
Q2 		$1K Buy
+25
New +$815 ﹤0.01% 744

Other funds holding EQH

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McIlrath & Eck's EQH Position: Q3 2025 in Review

McIlrath & Eck sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 1,343 shares — an estimated $75.3K sold.

McIlrath & Eck first reported a position in EQH in Q2 2021 and held it in 12 quarters. The position peaked at $75.3K in Q2 2025. 563 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • McIlrath & Eck reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • McIlrath & Eck sold 1,343 Equitable Holdings shares in Q3 2025, an estimated $75.3K.
  • McIlrath & Eck first reported a position in Equitable Holdings in Q2 2021 and held it in 12 quarters.
  • McIlrath & Eck's Equitable Holdings position peaked at $75.3K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.