NWAG
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Net Worth Advisory Group’s Equitable Holdings EQH Stock Holding History

Net Worth Advisory Group’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 		– Sell
-5,376
Closed -$256K – 446
2025
Q4 		$256K Sell
5,376
-20
-0.4% -$948 0.05% 379
2025
Q3 		$274K Buy
+5,396
New +$286K 0.08% 313

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Net Worth Advisory Group's EQH Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 5,376 shares — an estimated $256K sold.

Net Worth Advisory Group first reported a position in EQH in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Net Worth Advisory Group reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 5,376 Equitable Holdings shares in Q1 2026, an estimated $256K.
  • Net Worth Advisory Group first reported a position in Equitable Holdings in Q3 2025 and held it in 2 quarters.
  • Net Worth Advisory Group's Equitable Holdings position peaked at $274K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.