MV Capital Management’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49K Buy
34
+31
+1,033% +$1.3K ﹤0.01% 835
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

MV Capital Management's EQH Position: Q2 2026 in Review

MV Capital Management increased its Equitable Holdings (EQH) stake by 1,033% in Q2 2026, buying an estimated $1.3K and bringing the position to 34 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

MV Capital Management first reported a position in EQH in Q1 2020 and has held it in 11 quarters since. The position peaked at $122K in Q4 2023. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • MV Capital Management held 34 shares of Equitable Holdings worth $1.49K as of Q2 2026.
  • MV Capital Management bought 31 Equitable Holdings shares in Q2 2026, an estimated $1.3K.
  • Equitable Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #835 holding.
  • MV Capital Management first reported a position in Equitable Holdings in Q1 2020 and has held it in 11 quarters since.
  • MV Capital Management's Equitable Holdings position peaked at $122K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.