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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
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 $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

Meridian Wealth Management's EQH Position: Q1 2026 in Review

Meridian Wealth Management reduced its Equitable Holdings (EQH) stake by 1.4% in Q1 2026, selling an estimated $37.6K and leaving 63,592 shares worth $2.36M. The position accounts for 0.08% of the portfolio, ranked #210.

Meridian Wealth Management first reported a position in EQH in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.55M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Meridian Wealth Management held 63,592 shares of Equitable Holdings worth $2.36M as of Q1 2026.
  • Meridian Wealth Management sold 877 Equitable Holdings shares in Q1 2026, an estimated $37.6K.
  • Equitable Holdings made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Meridian Wealth Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's Equitable Holdings position peaked at $3.55M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.