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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return