Modern Wealth Management’s Equity Commonwealth EQC Stock Holding History

Modern Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,674	Closed	-$26.8K	–	813
2025 Q1	$26.8K	Buy	+16,674	New	+$28.1K	﹤0.01%	673

Other funds holding EQC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Modern Wealth Management's EQC Position: Q2 2025 in Review

Modern Wealth Management sold out of Equity Commonwealth (EQC) in Q2 2025, closing a stake of 16,674 shares — an estimated $26.8K sold.

Modern Wealth Management first reported a position in EQC in Q1 2025 and held it in 1 quarter. The position peaked at $26.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold EQC as of Q2 2025.

Modern Wealth Management reported no remaining Equity Commonwealth position as of Q2 2025 after selling out during the quarter.
Modern Wealth Management sold 16,674 Equity Commonwealth shares in Q2 2025, an estimated $26.8K.
Modern Wealth Management first reported a position in Equity Commonwealth in Q1 2025 and held it in 1 quarter.
Modern Wealth Management's Equity Commonwealth position peaked at $26.8K in Q1 2025.
3 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.