MV Capital Management’s Equitable Holdings EQH Stock Holding History

MV 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 Q1	$112	Sell	3 -493	-99%	-$21.1K	﹤0.01%	1122
2025 Q4	$23.6K	Hold	496	–	–	﹤0.01%	421
2025 Q3	$25.2K	Hold	496	–	–	﹤0.01%	406
2025 Q2	$27.8K	Hold	496	–	–	﹤0.01%	388
2025 Q1	$25.8K	Buy	+496	New	+$26K	﹤0.01%	395
2024 Q1	–	Sell	-3,660	Closed	-$122K	–	862
2023 Q4	$122K	Sell	3,660 -374	-9%	-$10.9K	0.02%	197
2023 Q3	$115K	Hold	4,034	–	–	0.02%	189
2023 Q2	$110K	Hold	4,034	–	–	0.01%	202
2023 Q1	$102K	Buy	+4,034	New	+$119K	0.01%	205
2020 Q2	–	Sell	-85	Closed	-$1K	–	303
2020 Q1	$1K	Buy	+85	New	+$1.86K	﹤0.01%	325

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MV Capital Management's EQH Position: Q1 2026 in Review

MV Capital Management reduced its Equitable Holdings (EQH) stake by 99% in Q1 2026, selling an estimated $21.1K and leaving 3 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

MV Capital Management first reported a position in EQH in Q1 2020 and has held it in 10 quarters since. The position peaked at $122K in Q4 2023. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

MV Capital Management held 3 shares of Equitable Holdings worth $112 as of Q1 2026.
MV Capital Management sold 493 Equitable Holdings shares in Q1 2026, an estimated $21.1K.
Equitable Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1122 holding.
MV Capital Management first reported a position in Equitable Holdings in Q1 2020 and has held it in 10 quarters since.
MV Capital Management's Equitable Holdings position peaked at $122K in Q4 2023.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.