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Mount Yale Investment Advisors’s Equitable Holdings EQH Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-74
Closed -$4.15K – 941
2025
Q2 		$4.15K Buy
+74
New +$3.81K ﹤0.01% 1256

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's EQH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 74 shares — an estimated $4.15K sold.

Mount Yale Investment Advisors first reported a position in EQH in Q2 2025 and held it in 1 quarter. The position peaked at $4.15K in Q2 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 74 Equitable Holdings shares in Q3 2025, an estimated $4.15K.
  • Mount Yale Investment Advisors first reported a position in Equitable Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Equitable Holdings position peaked at $4.15K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.