Mercer Global Advisors
EQH icon

Mercer Global Advisors’s Equitable Holdings EQH Stock Holding History

Mercer Global Advisors’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
Q1 		$2.1M Sell
56,467
-54,667
-49% -$2.34M ﹤0.01% 1180
2025
Q4 		$5.3M Buy
111,134
+5,166
+5% +$245K 0.01% 700
2025
Q3 		$5.38M Buy
105,968
+13,251
+14% +$702K 0.01% 639
2025
Q2 		$5.2M Buy
92,717
+5,270
+6% +$271K 0.01% 555
2025
Q1 		$4.56M Buy
87,447
+7,601
+10% +$398K 0.01% 565
2024
Q4 		$3.77M Buy
+79,846
New +$3.69M 0.01% 626
2024
Q1 		– Sell
-91,817
Closed -$3.06M – 2059
2023
Q4 		$3.06M Sell
91,817
-5,684
-6% -$166K 0.01% 605
2023
Q3 		$2.77M Buy
+97,501
New +$2.75M 0.01% 600
2023
Q1 		– Sell
-176,193
Closed -$5.06M – 1969
2022
Q4 		$5.06M Buy
176,193
+18,835
+12% +$558K 0.03% 427
2022
Q3 		$4.15M Buy
157,358
+136,617
+659% +$3.88M 0.02% 430
2022
Q2 		$541K Sell
20,741
-2,582
-11% -$74.8K ﹤0.01% 1098
2022
Q1 		$721K Sell
23,323
-234
-1% -$7.71K ﹤0.01% 1044
2021
Q4 		$772K Buy
23,557
+1,494
+7% +$49K ﹤0.01% 1001
2021
Q3 		$654K Sell
22,063
-3,934
-15% -$119K ﹤0.01% 1040
2021
Q2 		$792K Sell
25,997
-69,194
-73% -$2.26M 0.01% 943
2021
Q1 		$3.1M Sell
95,191
-529
-0.6% -$15.3K 0.03% 407
2020
Q4 		$2.45M Buy
95,720
+12,466
+15% +$292K 0.03% 373
2020
Q3 		$1.52M Buy
83,254
+37,659
+83% +$757K 0.02% 454
2020
Q2 		$880K Buy
+45,595
New +$815K 0.02% 511

Other funds holding EQH

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's EQH Position: Q1 2026 in Review

Mercer Global Advisors reduced its Equitable Holdings (EQH) stake by 49% in Q1 2026, selling an estimated $2.34M and leaving 56,467 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Mercer Global Advisors first reported a position in EQH in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.38M in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Mercer Global Advisors held 56,467 shares of Equitable Holdings worth $2.1M as of Q1 2026.
  • Mercer Global Advisors sold 54,667 Equitable Holdings shares in Q1 2026, an estimated $2.34M.
  • Equitable Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1180 holding.
  • Mercer Global Advisors first reported a position in Equitable Holdings in Q2 2020 and has held it in 19 quarters since.
  • Mercer Global Advisors's Equitable Holdings position peaked at $5.38M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.