Mutual of America Capital Management’s Equitable Holdings EQH Stock Holding History

Mutual of America Capital Management’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	$4.59M	Sell	104,542 -4,025	-4%	-$168K	0.04%	470
2026 Q1	$4.03M	Sell	108,567 -10,681	-9%	-$458K	0.05%	484
2025 Q4	$5.68M	Sell	119,248 -19,086	-14%	-$905K	0.06%	381
2025 Q3	$7.02M	Sell	138,334 -12,795	-8%	-$678K	0.07%	301
2025 Q2	$8.48M	Sell	151,129 -8,373	-5%	-$431K	0.09%	242
2025 Q1	$8.31M	Sell	159,502 -6,016	-4%	-$315K	0.1%	208
2024 Q4	$7.81M	Sell	165,518 -7,294	-4%	-$337K	0.08%	255
2024 Q3	$7.26M	Sell	172,812 -2,233	-1%	-$91.6K	0.08%	292
2024 Q2	$7.15M	Sell	175,045 -11,908	-6%	-$466K	0.08%	274
2024 Q1	$7.11M	Sell	186,953 -9,660	-5%	-$329K	0.08%	299
2023 Q4	$6.55M	Buy	+196,613	New	+$5.76M	0.08%	296

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mutual of America Capital Management's EQH Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Equitable Holdings (EQH) stake by 3.7% in Q2 2026, selling an estimated $168K and leaving 104,542 shares worth $4.59M. The position accounts for 0.04% of the portfolio, ranked #470.

Mutual of America Capital Management first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q2 2025. 300 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Mutual of America Capital Management held 104,542 shares of Equitable Holdings worth $4.59M as of Q2 2026.
Mutual of America Capital Management sold 4,025 Equitable Holdings shares in Q2 2026, an estimated $168K.
Equitable Holdings made up 0.04% of Mutual of America Capital Management's portfolio in Q2 2026, its #470 holding.
Mutual of America Capital Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
Mutual of America Capital Management's Equitable Holdings position peaked at $8.48M in Q2 2025.
300 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.