Mesirow Financial Investment Management’s Equitable Holdings EQH Stock Holding History

Mesirow Financial Investment 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	$1.51M	Buy	34,414 +268	+0.8%	+$11.2K	0.02%	237
2026 Q1	$1.27M	Buy	34,146 +10,313	+43%	+$442K	0.02%	249
2025 Q4	$1.14M	Sell	23,833 -14,284	-37%	-$677K	0.02%	232
2025 Q3	$1.94M	Sell	38,117 -356	-0.9%	-$18.9K	0.03%	199
2025 Q2	$2.16M	Sell	38,473 -32,351	-46%	-$1.66M	0.04%	183
2025 Q1	$3.69M	Buy	70,824 +35,425	+100%	+$1.85M	0.07%	151
2024 Q4	$1.67M	Buy	35,399 +14	+0%	+$646	0.03%	210
2024 Q3	$1.49M	Buy	35,385 +5	+0%	+$205	0.03%	223
2024 Q2	$1.45M	Buy	35,380 +49	+0.1%	+$1.92K	0.03%	215
2024 Q1	$1.34M	Buy	35,331 +5,316	+18%	+$181K	0.03%	222
2023 Q4	$1,000K	Buy	+30,015	New	+$879K	0.04%	224

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mesirow Financial Investment Management's EQH Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Equitable Holdings (EQH) stake by 0.78% in Q2 2026, buying an estimated $11.2K and bringing the position to 34,414 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #237.

Mesirow Financial Investment Management first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.69M in Q1 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Mesirow Financial Investment Management held 34,414 shares of Equitable Holdings worth $1.51M as of Q2 2026.
Mesirow Financial Investment Management bought 268 Equitable Holdings shares in Q2 2026, an estimated $11.2K.
Equitable Holdings made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #237 holding.
Mesirow Financial Investment Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Equitable Holdings position peaked at $3.69M in Q1 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.