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MSH Capital Advisors’s Equus Total Return EQS Stock Holding History

MSH Capital Advisors’s Portfolio EQS Stock Details EQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.9K Hold
21,666
– – 0.01% 273
2025
Q4 		$30.7K Buy
21,666
+5,000
+30% +$9.38K 0.01% 273
2025
Q3 		$37.5K Buy
+16,666
New +$31.2K 0.01% 243

Other funds holding EQS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSH Capital Advisors's EQS Position: Q1 2026 in Review

MSH Capital Advisors held its Equus Total Return (EQS) position steady in Q1 2026 at 21,666 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #273.

MSH Capital Advisors first reported a position in EQS in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold EQS as of Q1 2026.

  • MSH Capital Advisors held 21,666 shares of Equus Total Return worth $39.9K as of Q1 2026.
  • MSH Capital Advisors left its Equus Total Return share count unchanged in Q1 2026.
  • Equus Total Return made up 0.01% of MSH Capital Advisors's portfolio in Q1 2026, its #273 holding.
  • MSH Capital Advisors first reported a position in Equus Total Return in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Equus Total Return as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.