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Meridian Wealth Management’s Equitable Holdings EQH Stock Holding History

Meridian Wealth Management’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 		$304K Sell
6,928
-56,664
-89% -$2.37M 0.01% 671
2026
Q1 		$2.36M Sell
63,592
-877
-1% -$37.6K 0.08% 210
2025
Q4 		$3.07M Buy
64,469
+1,578
+3% +$74.8K 0.11% 170
2025
Q3 		$3.19M Sell
62,891
-302
-0.5% -$16K 0.12% 153
2025
Q2 		$3.55M Buy
+63,193
New +$3.25M 0.15% 145

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

Meridian Wealth Management's EQH Position: Q2 2026 in Review

Meridian Wealth Management reduced its Equitable Holdings (EQH) stake by 89% in Q2 2026, selling an estimated $2.37M and leaving 6,928 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #671.

Meridian Wealth Management first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.55M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Meridian Wealth Management held 6,928 shares of Equitable Holdings worth $304K as of Q2 2026.
  • Meridian Wealth Management sold 56,664 Equitable Holdings shares in Q2 2026, an estimated $2.37M.
  • Equitable Holdings made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Meridian Wealth Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • Meridian Wealth Management's Equitable Holdings position peaked at $3.55M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.