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Mutual Advisors’s Equitable Holdings EQH Stock Holding History

Mutual 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
-5,233
Closed -$275K – 1300
2025
Q2 		$275K Sell
5,233
-1,134
-18% -$58.3K 0.01% 1001
2025
Q1 		$316K Buy
6,367
+319
+5% +$16.7K 0.01% 889
2024
Q4 		$312K Sell
6,048
-18
-0.3% -$831 0.01% 876
2024
Q3 		$277K Sell
6,066
-20
-0.3% -$821 0.01% 930
2024
Q2 		$261K Buy
6,086
+511
+9% +$20K 0.01% 946
2024
Q1 		$212K Buy
+5,575
New +$190K 0.01% 1022
2023
Q3 		– Sell
-20,238
Closed -$550K – 996
2023
Q2 		$550K Buy
+20,238
New +$512K 0.02% 610

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

Mutual Advisors's EQH Position: Q3 2025 in Review

Mutual Advisors sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 5,233 shares — an estimated $275K sold.

Mutual Advisors first reported a position in EQH in Q2 2023 and held it in 7 quarters. The position peaked at $550K in Q2 2023. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Mutual Advisors reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 5,233 Equitable Holdings shares in Q3 2025, an estimated $275K.
  • Mutual Advisors first reported a position in Equitable Holdings in Q2 2023 and held it in 7 quarters.
  • Mutual Advisors's Equitable Holdings position peaked at $550K in Q2 2023.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.