Mirabella Financial Services’s Equitable Holdings EQH Stock Holding History

Mirabella Financial Services’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	$424K	Buy	9,667 +2,863	+42%	+$120K	0.04%	312
2026 Q1	$252K	Buy	+6,804	New	+$291K	0.02%	595
2023 Q2	–	Sell	-22,874	Closed	-$581K	–	532
2023 Q1	$581K	Buy	+22,874	New	+$675K	0.09%	192
2022 Q3	–	Sell	-11,510	Closed	-$300K	–	400
2022 Q2	$300K	Buy	+11,510	New	+$334K	0.03%	326
2022 Q1	–	Sell	-52,562	Closed	-$1.72M	–	582
2021 Q4	$1.72M	Buy	+52,562	New	+$1.73M	0.17%	121
2020 Q1	–	Sell	-121,483	Closed	-$3.01M	–	104
2019 Q4	$3.01M	Buy	+121,483	New	+$2.82M	0.54%	49

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

Mirabella Financial Services's EQH Position: Q2 2026 in Review

Mirabella Financial Services increased its Equitable Holdings (EQH) stake by 42% in Q2 2026, buying an estimated $120K and bringing the position to 9,667 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #312.

Mirabella Financial Services first reported a position in EQH in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.01M in Q4 2019. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Mirabella Financial Services held 9,667 shares of Equitable Holdings worth $424K as of Q2 2026.
Mirabella Financial Services bought 2,863 Equitable Holdings shares in Q2 2026, an estimated $120K.
Equitable Holdings made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #312 holding.
Mirabella Financial Services first reported a position in Equitable Holdings in Q4 2019 and has held it in 6 quarters since.
Mirabella Financial Services's Equitable Holdings position peaked at $3.01M in Q4 2019.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.